Citywire
Mercer Advisors acquired seven RIAs with roughly $3.9bn in combined assets under management, during the last month in 2020. The fruits of this labor has shown itself in the first weeks of 2021. Head of M&A, Dave Barton, credits acquisitions to friendly deal structure and boosted internal capacity. Read to learn more here.
Mercer Advisors Launches “Mercer Advisors 2030” Sustainable Growth and Development Corporate Initiative
Mar 25, 2021
Mercer Advisors Expands Executive Ranks with the Promotion of 4 Managing Directors
Mar 19, 2021
Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors’ Presence in California
Mar 10, 2021
Mercer Advisors Acquires AL Hewitt Inc.
Nov 18, 2019
Mercer Advisors Acquires CCP, Inc
Jan 9, 2020
Mercer Advisors Launches “Mercer Advisors 2030” Sustainable Growth and Development Corporate Initiative
Mar 25, 2021
Mercer Advisors Expands Executive Ranks with the Promotion of 4 Managing Directors
Mar 19, 2021
Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors’ Presence in California
Mar 10, 2021
Mercer Advisors Acquires AL Hewitt Inc.
Nov 18, 2019
Mercer Advisors Acquires CCP, Inc
Jan 09, 2020