Divestiture • Business Services

Mercer Advisors Acquires Glass Jacobson

On December 3, 2025, Mercer Advisors acquired business services company Glass Jacobson from Yount Hyde and Barbour

Acquisition Context
  • This is Mercer Advisors’ 25th transaction in the Business Services sector.
  • This is Mercer Advisors’ 68th transaction in the United States.
  • This is Mercer Advisors’ 2nd transaction in Maryland.

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M&A Deal Summary

Date December 3, 2025
Target Glass Jacobson
Sector Business Services
Buyer(s) Mercer Advisors
Sellers(s) Yount Hyde and Barbour
Deal Type Divestiture

Target Company

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.
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Buyer Overview 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 Context for Buyer #
Overall 70 of 71
Sector: Business Services 25 of 25
Type: Divestiture 1 of 1
State: Maryland 2 of 2
Country: United States 68 of 69
Year: 2025 4 of 5
PREVIOUS DEAL
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 -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-12-10 Thompson Advisory Services

Portland, Oregon, United States

Thompson Advisory Services is a financial planning and investment advisory firm that provides comprehensive financial guidance covering cash flow management, tax planning and preparation, investment advising, insurance, real estate considerations, estate planning, and retirement strategies tailored to individuals and professionals. Thompson Advisory Services was founded in 2009 and is headquartered in Portland, Oregon.

Buy -

Seller Profile 1

SELLER

Yount Hyde and Barbour

Winchester, Virginia, United States

Category Company
Founded 1947
Sector Business Services
DESCRIPTION

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 Context for Seller #
Overall 1 of 1
Sector: Business Services 1 of 1
Type: Divestiture 1 of 1
State: Maryland 1 of 1
Country: United States 1 of 1
Year: 2025 1 of 1
PREVIOUS DEAL
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 -