M&A Deal Summary

Mercer Advisors Acquires Singh Advisory

On November 1, 2023, Mercer Advisors acquired financial services company Singh Advisory

Acquisition Highlights
  • This is Mercer Advisors’ 39th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 58th transaction in the United States.
  • This is Mercer Advisors’ 4th transaction in Colorado.

M&A Deal Summary
Date 2023-11-01
Target Singh Advisory
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Singh Advisory

Denver, Colorado, United States
Singh Advisory provides comprehensive wealth management services to their clients anchoring on financial planning, based in Denver, Colorado.

Search 201,157 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 60 of 66
Sector (Financial Services) 39 of 43
Type (Add-on Acquisition) 58 of 64
State (Colorado) 4 of 4
Country (United States) 58 of 64
Year (2023) 6 of 8
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-08-02 Steward Wealth Management

Colleyville, Texas, United States

Steward Wealth Management is a wealth management firm that provides guidance to help clients connect the dots of financial planning, investments, tax, and estate planning. Steward Wealth Management was founded in 2007 and is based in Colleyville, Texas

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-12-05 Paragon Wealth Strategies

Jacksonville, Florida, United States

Paragon Wealth Strategies is a comprehensive wealth management firm. Paragon Wealth Strategies was formed in 2004 and is based in Jacksonville, Florida.

Buy -
Mergr

Product

Company

Legal