News, Comment & Analysis results for Mercer Global Advisors

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July 6, 2023

Midsummer Heatwave Of M&A Deals

This is the height of summer, the US has marked Independence Day and people are prepping for

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July 6, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Mercer

Mercer has been buying a mass of wealth management firms in the North American market.

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June 13, 2023

Summary Of North American Wealth Management M&A – April, May 2023

Following a dramatic month of March, with the Silicon Valley Bank and Credit Suisse/UBS deals, the

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June 6, 2023

Mercer Buys Wisconsin Wealth Manager, Continues M&A Drive

Mercer has been one of the most prominent acquirers of wealth management firms in the North

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April 5, 2023

Mercer Boosts Its Northeast Presence With RIA

Mercer said that the business combination is a perfect cultural fit. The acquisition continues a

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February 6, 2023

Summary Of Mergers And Acquisitions In North American Wealth Management – January 2023

The first month of 2023 saw a number of wealth managers complete M&A deals that had been in the

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January 12, 2023

Mercer Buys Another Women-Owned RIA As Acquisition Drive Continues

Mercer is the leading acquirer of RIA businesses at the moment, and it has also made a point of

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December 8, 2022

Mercer Makes Another Acquisition

The business, which is based in Denver, has bought an Atlanta, Georgia firm and extended its reach

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December 7, 2022

Mercer Advisors Targets Michigan

Mercer Global Advisors, a national Registered Investment Adviser, expands its presence in Michigan,

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December 5, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Mercer Advisors

The latest deals and transactions in and around North American wealth management.

Comment & Analysis results for Mercer Global Advisors