M&A Deal Summary

Mercer Advisors Acquires Wrenn Financial

On January 13, 2022, Mercer Advisors acquired financial services company Wrenn Financial

Acquisition Highlights
  • This is Mercer Advisors’ 27th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 38th transaction in the United States.
  • This is Mercer Advisors’ 1st transaction in North Carolina.

M&A Deal Summary
Date 2022-01-13
Target Wrenn Financial
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

Wrenn Financial

Raleigh, North Carolina, United States
Wrenn Financial is a wealth management firm providing financial planning and investment management services to its clients using an ensemble team approach among Wrenn's three CERTIFIED FINANCIAL PLANNER™ professionals and other team members. Wrenn Financial was founded in 1988 and is based in Raleigh, 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 40 of 66
Sector (Financial Services) 27 of 43
Type (Add-on Acquisition) 39 of 64
State (North Carolina) 1 of 2
Country (United States) 38 of 64
Year (2022) 1 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-02 Mirsky Financial

Rochester, New York, United States

Mirsky Financial is a wealth management firm. MFMC provides excellence in the delivery of financial services to individuals, families and corporations. The Company offers Financial Planning, Wealth Management, Retirement Planning, Estate Planning, and Tax Services. Mirsky Financial was founded in 1999 and is based in Rochester, New York.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-01 Benemark

Westport, Connecticut, United States

Benemark provides comprehensive financial planning and portfolio management to high-net-worth individuals, families, and corporate clientele. Benemark's clients seek a trusted and knowledgeable confidant capable of delivering financial advice relevant to each person's unique circumstances allowing them the freedom to pursue what is important to them. Benemark was founded in 1995 and is based in Westport, Connecticut.

Buy -
Mergr

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