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  6. Mercer Advisors Acquires Thompson Advisory Services

M&A Deal Summary

Mercer Advisors Acquires Thompson Advisory Services

On December 10, 2025, Mercer Advisors acquired financial services company Thompson Advisory Services

Acquisition Highlights
  • This is Mercer Advisors’ 46th transaction in the Financial Services sector.
  • This is Mercer Advisors’ 69th transaction in the United States.
  • This is Mercer Advisors’ 3rd transaction in Oregon.

M&A Deal Summary
Date 2025-12-10
Target Thompson Advisory Services
Sector Financial Services
Buyer(s) Mercer Advisors
Deal Type Add-on Acquisition

Target

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.

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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 71 of 71
Sector: Financial Services M&A 46 of 46
Type: Add-on Acquisition M&A Deals 68 of 68
State: Oregon M&A 3 of 3
Country: United States M&A 69 of 69
Year: 2025 M&A 5 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-12-03 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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