M&A Deal Summary

Mercer Advisors Acquires Starks Financial Group

On July 6, 2022, Mercer Advisors acquired financial services company Starks Financial Group

Acquisition Highlights
  • This is Mercer Advisors’ 32nd transaction in the Financial Services sector.
  • This is Mercer Advisors’ 45th transaction in the United States.
  • This is Mercer Advisors’ 2nd transaction in North Carolina.

M&A Deal Summary
Date 2022-07-06
Target Starks Financial Group
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Starks Financial Group

Asheville, North Carolina, United States
Starks Financial Group is a financial planning and wealth management firm that helps numerous clients understand and manage their money. Starks Financial Group's team of financial planners believes in the empowerment that accompanies financial literacy – understanding how resources can work hard to help reach financial goals. Starks Financial Group was founded in 1999 and is based in Asheville, North Carolina.

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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 47 of 66
Sector (Financial Services) 32 of 43
Type (Add-on Acquisition) 46 of 64
State (North Carolina) 2 of 2
Country (United States) 45 of 64
Year (2022) 8 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-09 Bivin

Ponca City, Oklahoma, United States

Bivin is an investment advisor and financial planning firm. Bivin was founded in 1994 and is based in Ponca City, Oklahoma.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-07 HCO Private Wealth

Roanoke, Virginia, United States

HCO Private Wealth is a wealth management firm for high net worth and high-income families. HCO Private Wealth was founded in 2009 and is based in Roanoke, Virginia.

Buy -
Mergr

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