M&A Deal Summary

Mercer Advisors Acquires Sigma Investment Management

On November 12, 2018, Mercer Advisors acquired financial services company Sigma Investment Management

Acquisition Highlights
  • This is Mercer Advisors’ 9th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 11th transaction in the United States.
  • This is Mercer Advisors’ 1st transaction in Oregon.

M&A Deal Summary
Date 2018-11-12
Target Sigma Investment Management
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Sigma Investment Management

Portland, Oregon, United States
Sigma Investment Management Co. is a large wealth management firm located in Portland, Oregon serving high net worth clients throughout the Pacific Northwest. Sigma is extremely active in the Portland community supporting a long list of non-profits including The Oregon Community Foundation, Portland Art Museum, Boys and Girls Club of Portland, Oregon Symphony, OHSU (Oregon Health Science University) Foundation, Youth Rights and Justice, St Mary's Academy, Bravo Youth Orchestra, The Ford Family Foundation, MIKE Program and Ethos Music for Kids, among others.

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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 13 of 66
Sector (Financial Services) 9 of 43
Type (Add-on Acquisition) 12 of 64
State (Oregon) 1 of 2
Country (United States) 11 of 64
Year (2018) 5 of 8
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-11-05 Beacon Wealth Management

Kimbolton, United Kingdom

Beacon Wealth Management Ltd. is a provider of financial advisory services to corporate and private clients. Beacon Wealth Management Ltd. was founded in 2002 and is based in Kimbolton, United Kingdom.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-11-15 Financial & Investment Management Group

Traverse City, Michigan, United States

Financial & Investment Management Group Ltd. is a provider of risk-managed investment solutions. Financial & Investment Management Group Ltd. was founded in 1984 and is based in Traverse City, Michigan.

Buy -
Mergr

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