M&A Deal Summary

Mercer Advisors Acquires River Glen Wealth Counselors

On January 9, 2024, Mercer Advisors acquired business services company River Glen Wealth Counselors

Acquisition Highlights
  • This is Mercer Advisors’ 22nd transaction in the Business Services sector.
  • This is Mercer Advisors’ 61st transaction in the United States.
  • This is Mercer Advisors’ 2nd transaction in Iowa.

M&A Deal Summary
Date 2024-01-09
Target River Glen Wealth Counselors
Sector Business Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

River Glen Wealth Counselors

West Des Moines, Iowa, United States
River Glen Wealth Counselors is a comprehensive wealth management firm. River Glen was founded in 2008 and is based in West Des Moines, Iowa.

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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 63 of 66
Sector (Business Services) 22 of 23
Type (Add-on Acquisition) 61 of 64
State (Iowa) 2 of 2
Country (United States) 61 of 64
Year (2024) 1 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-12-06 Brighton Financial Planning

Flemington, New Jersey, United States

Brighton Financial Planning is a comprehensive wealth management firm, based in Flemington, New Jersey.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-03-05 MDK

Seattle, Washington, United States

MDK is a comprehensive wealth management firm that offers a full range of family office services including financial planning, investment management, trust and estate planning, private banking and lending, tax planning, private aviation and boat advisory, and executive planning. MDK was founded in 2020 and is located in Seattle, Washington.

Buy -
Mergr

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