M&A Deal Summary

Mercer Advisors Acquires Sage Future Financial

On September 5, 2019, Mercer Advisors acquired financial services company Sage Future Financial

Acquisition Highlights
  • This is Mercer Advisors’ 16th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 21st transaction in the United States.
  • This is Mercer Advisors’ 1st transaction in New Mexico.

M&A Deal Summary
Date 2019-09-05
Target Sage Future Financial
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

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.

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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 23 of 66
Sector (Financial Services) 16 of 43
Type (Add-on Acquisition) 22 of 64
State (New Mexico) 1 of 1
Country (United States) 21 of 64
Year (2019) 7 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-08-14 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.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-11-18 AL Hewitt

Camarillo, California, United States

AL Hewitt, Inc. is a wealth management firm, that offers financial planning and investment management services to public safety professionals, individuals, families, and widowers. AL Hewitt, Inc. was founded in 2006 and is based in Camarillo, California.

Buy -
Mergr

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