PE-Backed Mercer Advisors Appoints New CFOAdditionally, Gün Keresteci will act as a strategic business partner to the CEO, president, executive team and the board. February 26, 2024
Private Equity Mercer Advisors Buys River Glen Wealth CounselorsRiver Glen serves approximately 160 clients with assets under management of $275 million. January 9, 2024
Financial services PE-Backed Mercer Advisors Purchases $465M RIA Transitions Wealth ManagementTransitions offers experience in investments, law, tax, insurance and retirement planning. January 3, 2024
Private Equity PE-Backed Mercer Advisors Acquires Brighton Financial PlanningBrighton has assets under management of approximately $90 million. December 6, 2023
Financial services PE-Backed Mercer Advisors Purchases Singh AdvisorySingh Advisory LLC is a wealth management firm located in Denver, Colo. November 1, 2023
Private Equity PE-Backed Mercer Advisors Buys Steward Wealth ManagementSteward is a wealth management firm located in Colleyville, Texas. August 2, 2023
Financial services PE-Backed Mercer Advisors Purchases PAMPrivate Asset Management is a wealth management firm headquartered in San Diego. August 1, 2023
Private Equity PE-Backed Mercer Advisors Purchases Two RIAsDay & Ennis and Mallard Financial Partners are headquartered in Macon, Ga. and Newark, Del., respectively. July 6, 2023