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
Investment Banking Morgan Stanley Reportedly Plans 3,000 More Job Cuts as Dealmaking SlumpsSenior managers are discussing plans to eliminate about 3,000 jobs from the global workforce by the end of this quarter. May 2, 2023
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 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
Private Equity PE-Backed Mercer Advisors Acquires Vintage FinancialVintage serves over 500 clients with assets under management exceeding $850 million. December 6, 2022