M&A Deal Summary

Mercer Advisors Acquires Regent Wealth Management Group

On August 14, 2019, Mercer Advisors acquired financial services company Regent Wealth Management Group

Acquisition Highlights
  • This is Mercer Advisors’ 15th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 20th transaction in the United States.
  • This is Mercer Advisors’ 2nd transaction in Connecticut.

M&A Deal Summary
Date 2019-08-14
Target Regent Wealth Management Group
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Regent Wealth Management Group

Woodbridge, Connecticut, United States
Regent Wealth Management Group, Inc. is a provider of financial life planning and investment planning. Regent Wealth Management Group was founded in 1987 and is based in Woodbridge, Connecticut.

Search 201,429 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

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 22 of 66
Sector (Financial Services) 15 of 43
Type (Add-on Acquisition) 21 of 64
State (Connecticut) 2 of 4
Country (United States) 20 of 64
Year (2019) 6 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-07-16 Physicians Financial Advisors

Newport Beach, California, United States

Physicians Financial Advisors, Inc. provides comprehensive wealth management services.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-09-05 Sage Future Financial

Albuquerque, New Mexico, United States

Sage Future Financial LLC is a wealth management company serving approximately 45 high net worth households with assets under management (AUM) of approximately $100 million.

Buy -
Mergr

Product

Company

Legal