M&A Deal Summary |
|
|---|---|
| Date | 2025-12-03 |
| Target | Glass Jacobson |
| Sector | Business Services |
| Buyer(s) | Mercer Advisors |
| Sellers(s) | Yount Hyde and Barbour |
| Deal Type | Divestiture |
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| Category | Company |
|---|---|
| Founded | 1985 |
| Sector | Financial Services |
| Employees | 280 |
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 | 70 of 70 |
| Sector: Business Services M&A | 25 of 25 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Maryland M&A | 2 of 2 |
| Country: United States M&A | 68 of 68 |
| Year: 2025 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-11-12 |
BFLC
El Segundo, California, United States BFLC provides accounting, audit and business advisory services to private companies and high-net-worth individuals. BFLC offers services including accounting & assurance, tax planning, business advisory, estate planning and transactions. BFLC is based in El Segundo, California. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1947 |
| Sector | Business Services |
Yount, Hyde and Barbour is a certified public accounting and consulting firm. YHB offers comprehensive accounting, auditing, tax, wealth management, and risk advisory services to clients. Yount, Hyde and Barbour was established in 1947 and is based in Winchester, Virginia.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Maryland M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-05-25 |
Glass Jacobson
Owings Mills, Maryland, United States Glass Jacobson offers a proactive, integrated approach to financial services. Glass Jacobson's integrated services include tax preparation & planning, accounting & audit, strategic business consulting, divorce & litigation support, financial advisor services, financial planning, and 401 (k) services. Bringing these services together under one roof allows advisors to see the big picture and make decisions for business and life. Glass Jacobson was founded in 2001 and is based in Owings Mills, Maryland. |
Buy | - |
