M&A Deal Summary

Mercer Advisors Acquires MDK

On March 5, 2024, Mercer Advisors acquired financial services company MDK

Acquisition Highlights
  • This is Mercer Advisors’ 42nd transaction in the Financial Services sector.
  • This is Mercer Advisors’ 62nd transaction in the United States.
  • This is Mercer Advisors’ 3rd transaction in Washington.

M&A Deal Summary
Date 2024-03-05
Target MDK
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition
Advisor(s) Park Sutton Advisors (Financial)
Carney Badley Spellman (Legal)

Target

MDK

Seattle, Washington, United States
MDK is a comprehensive wealth management firm that offers a full range of family office services including financial planning, investment management, trust and estate planning, private banking and lending, tax planning, private aviation and boat advisory, and executive planning. MDK was founded in 2020 and is located in Seattle, Washington.

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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 64 of 66
Sector (Financial Services) 42 of 43
Type (Add-on Acquisition) 62 of 64
State (Washington) 3 of 3
Country (United States) 62 of 64
Year (2024) 2 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-09 River Glen Wealth Counselors

West Des Moines, Iowa, United States

River Glen Wealth Counselors is a comprehensive wealth management firm. River Glen was founded in 2008 and is based in West Des Moines, Iowa.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-03 Benchmark

Old Lyme, Connecticut, United States

Benchmark provides holistic financial planning and wealth management for high-net-worth professionals and retirees. Benchmark is based in Old Lyme, Connecticut.

Buy -
Mergr

Product

Company

Legal