M&A Deal Summary

Mercer Advisors Acquires SD Financial Pathways

On December 19, 2019, Mercer Advisors acquired financial services company SD Financial Pathways

Acquisition Highlights
  • This is Mercer Advisors’ 20th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 25th transaction in the United States.
  • This is Mercer Advisors’ 3rd transaction in Michigan.

M&A Deal Summary
Date 2019-12-19
Target SD Financial Pathways
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

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.

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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 27 of 66
Sector (Financial Services) 20 of 43
Type (Add-on Acquisition) 26 of 64
State (Michigan) 3 of 5
Country (United States) 25 of 64
Year (2019) 11 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-12-10 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.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-28 First Ohio Planning

Columbus, Ohio, United States

First Ohio Planning LLC is a wealth management firm. First Ohio offers individuals and businesses with financial services designed specifically to meet their unique goals. First Ohio Planning LLC was established in 1979 and is based in Columbus, Ohio.

Buy -
Mergr

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