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  5. Mercer Advisors Invests In Resource Planning Group

Investment Summary

Mercer Advisors Invests In Resource Planning Group

On December 7, 2022, Mercer Advisors invested in business services company Resource Planning Group

Investment Highlights
  • This is Mercer Advisors’ 18th transaction in the Business Services sector.
  • This is Mercer Advisors’ 52nd transaction in the United States.
  • This is Mercer Advisors’ 2nd transaction in Georgia.

Investment Summary
Date 2022-12-07
Target Resource Planning Group
Sector Business Services
Investor(s) Mercer Advisors
Deal Type Acquisition Financing

Target

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.

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Investor(S) 1

Investor

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 54 of 70
Sector: Business Services M&A 18 of 25
Type: Acquisition Financing M&A Deals 1 of 1
State: Georgia M&A 2 of 3
Country: United States M&A 52 of 68
Year: 2022 M&A 15 of 15
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-06 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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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-01-10 Empyrion

Roseville, California, United States

Empyrion is a comprehensive wealth management firm, focusing on serving the financial needs of family stewards, women in transition, and thriving retirees. Empyrion was founded in 1989 and is based in Roseville, California.

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