M&A Deal Summary

Mercer Advisors Acquires Republic Wealth Advisors

On December 10, 2019, Mercer Advisors acquired financial services company Republic Wealth Advisors

Acquisition Highlights
  • This is Mercer Advisors’ 19th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 24th transaction in the United States.
  • This is Mercer Advisors’ 5th transaction in Texas.

M&A Deal Summary
Date 2019-12-10
Target Republic Wealth Advisors
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Republic Wealth Advisors

Austin, Texas, United States
Republic Wealth Advisors LLC is a fee-only registered investment advisory firm offering customizable investment management and wealth management advice for individuals, families, and institutions. Republic Wealth Advisors LLC was founded in 2001 and is based in Austin, Texas.

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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 26 of 66
Sector (Financial Services) 19 of 43
Type (Add-on Acquisition) 25 of 64
State (Texas) 5 of 7
Country (United States) 24 of 64
Year (2019) 10 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-12-03 Adam Financial Associates

Boca Raton, Florida, United States

Adam Financial Associates, Inc. provides customized, on-target financial planning and wealth management services to individuals wanting to build a better and more secure financial future. Adam Financial Associates, Inc. was founded in 1995 and is based in Boca Raton, Florida.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-12-19 SD Financial Pathways

Dearborn, Michigan, United States

SD Financial Pathways LLC is an independent financial advisory firm. SD Financial Pathways provides truly unbiased advice to help you achieve your financial objectives. SD Financial Pathways LLC was established in 2013 and is based in Dearborn, Michigan.

Buy -
Mergr

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