M&A Deal Summary

Mercer Advisors Acquires Vintage Wealth Management

On December 6, 2022, Mercer Advisors acquired financial services company Vintage Wealth Management

Acquisition Highlights
  • This is Mercer Advisors’ 36th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 51st transaction in the United States.
  • This is Mercer Advisors’ 5th transaction in Michigan.

M&A Deal Summary
Date 2022-12-06
Target Vintage Wealth Management
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Vintage Wealth Management

Ann Arbor, Michigan, United States
Vintage Wealth Management is a wealth management firm, focusing on serving the financial needs of its clients. Vintage Wealth Management was founded in 1985 and is based in Ann Arbor, 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 53 of 66
Sector (Financial Services) 36 of 43
Type (Add-on Acquisition) 52 of 64
State (Michigan) 5 of 5
Country (United States) 51 of 64
Year (2022) 14 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-05 TAAG

Cincinnati, Ohio, United States

TAAG is a respected wealth management firm that enhances the well-being of those it serves through fee-only, consultative financial planning and investment management. The company does this using a collaborative process that helps successful individuals and families make the best possible decisions about their money. TAAG was formed in 1988 and is based in Cincinnati, Ohio.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-07 Resource Planning Group

Atlanta, Georgia, United States

Resource Planning Group serves the needs of professionals, business owners, and entrepreneurs who are disciplined and looking to simplify their financial lives. Its process involves working with clients to establish and implement a financial plan that then can be used to help make informed decisions on a range of issues including tax and estate planning, insurance evaluation, and portfolio construction. Resource Planning Group was formed in 1991 and is based in Atlanta, Georgia.

Buy -
Mergr

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