M&A Deal Summary |
|
|---|---|
| Date | 2021-12-01 |
| Target | Precipio Wealth Management |
| Sector | Business 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 | 38 of 70 |
| Sector: Business Services M&A | 13 of 25 |
| Type: Add-on Acquisition M&A Deals | 37 of 67 |
| State: Virginia M&A | 2 of 3 |
| Country: United States M&A | 36 of 68 |
| Year: 2021 M&A | 9 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-02 |
ACG Wealth
Atlanta, Georgia, United States ACG Wealth is a wealth management firm that delivers transparent, personalized financial support that puts clients' needs first. ACG Wealth was founded in 2002 and is based in Atlanta, Georgia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-02 |
Mirsky Financial
Rochester, New York, United States Mirsky Financial is a wealth management firm. MFMC provides excellence in the delivery of financial services to individuals, families and corporations. The Company offers Financial Planning, Wealth Management, Retirement Planning, Estate Planning, and Tax Services. Mirsky Financial was founded in 1999 and is based in Rochester, New York. |
Buy | - |
