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Dave Barton Discusses $3.9BN Deal Spree with 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.

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Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors’ Presence in California

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Mercer Advisors Acquires AL Hewitt Inc.

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Mercer Advisors Acquires CCP, Inc

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