M&A Deal Summary

Mercer Advisors Acquires McGee Wealth Management

On January 11, 2021, Mercer Advisors acquired financial services company McGee Wealth Management

Acquisition Highlights
  • This is Mercer Advisors’ 22nd transaction in the Financial Services sector.
  • This is Mercer Advisors’ 28th transaction in the United States.
  • This is Mercer Advisors’ 2nd transaction in Oregon.

M&A Deal Summary
Date 2021-01-11
Target McGee Wealth Management
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

McGee Wealth Management

Portland, Oregon, United States
McGee Wealth Management, Inc. is a respected wealth management firm. The Company provides comprehensive financial advice and guidance to you and your family requires a very orderly approach. McGee Wealth Management was founded in 1983 and is based in Portland, Oregon.

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Buyer(S) 1

Buyer

Mercer Advisors

Denver, Colorado, United States
Category Company
Founded 1985
Sector Financial Services
Employees280
DESCRIPTION

Mercer Advisors is an independent RIA primarily services the mass-affluent and high-net-worth clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions, including: financial planning, investment management, tax management, retirement income and benefits planning, and estate planning. Mercer Advisors was founded in 1985 and is based in Denver, Colorado.

DEAL STATS #
Overall 30 of 66
Sector (Financial Services) 22 of 43
Type (Add-on Acquisition) 29 of 64
State (Oregon) 2 of 2
Country (United States) 28 of 64
Year (2021) 1 of 10
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-08-05 Summit Wealth Advisors

Frisco, Colorado, United States

Summit Wealth Advisors is a wealth management firm focused on delivering full-service financial planning and investment management services to mass affluent and high net worth (HNW) clientele. Summit Wealth Advisors is based in Frisco, Colorado.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-01-13 Rowland Carmichael Advisors

Scottsdale, Arizona, United States

Rowland Carmichael Advisors is a respected wealth management firm that provides investment and financial planning services. RCA serves approximately 240 clients with assets under management/advisement (collectively "AUM") with over $850 million. Rowland Carmichael Advisors is located in Scottsdale, Arizona

Buy -
Mergr

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