Private Equity PE-Backed Mercer Advisors Buys AndesaThe target is a comprehensive wealth management firm based in Allentown, Pa. April 4, 2023
Financial services PE-Backed Mercer Advisors Buys EmpyrionEmpyrion is a wealth management firm focused on serving the financial needs of family stewards, women in transition and retirees. January 11, 2023
Financial services PE-Backed Mercer Advisors Purchases Resource Planning GroupRPG is focused on serving the financial needs of its over 330 clients, representing over $325 million in assets under management. December 7, 2022
Financial services PE-Backed Mercer Advisors Acquires Mark D. CunninghamCunningham, a wealth management firm in Bellaire, Texas, serves clients with assets under management of approximately $360 million. November 1, 2022
Financial services Mercer Advisors Buys the Asset Advisory GroupThe Asset Advisory Group looks to help clients with financial freedom through wealth management and financial planning. October 5, 2022
Financial services Mercer Advisors Buys Goldstein MungerGoldstein Munger is focused on serving UHNW clients, with assets under management of approximately $1 billion. October 4, 2022
Financial services RIA M&A presents a $5T Opportunity for Cash-Rich DealmakersRegulatory changes have made the RIA fiduciary model more attractive for clients and advisors. August 30, 2022
Private Equity Mercer Advisors Acquires Mallard AdvisorsThe firm has experience working with data-driven clients including scientists, engineers, and financial professionals. August 2, 2022