M&A Deal Summary |
|
|---|---|
| Date | 2023-12-06 |
| Target | Brighton Financial Planning |
| Sector | Financial Services |
| Buyer(s) | Mercer Advisors |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1985 |
| Sector | Financial Services |
| Employees | 280 |
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 | 62 of 66 |
| Sector (Financial Services) | 41 of 43 |
| Type (Add-on Acquisition) | 60 of 64 |
| State (New Jersey) | 1 of 1 |
| Country (United States) | 60 of 64 |
| Year (2023) | 8 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-12-05 |
Paragon Wealth Strategies
Jacksonville, Florida, United States Paragon Wealth Strategies is a comprehensive wealth management firm. Paragon Wealth Strategies was formed in 2004 and is based in Jacksonville, Florida. |
Buy | - |
| 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 | - |
