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MERIT FINANCIAL ADVISORS

HQ - Alpharetta

Summary

Merit Financial Advisors is a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions.

Deals Overview

Total Deals5

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Rick Kent
Founder and CEO
Kay Lynn Mayhue
President
Josh Mersberger
Managing Principal and Partner

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26 Jun 2025|United States|Asset Managers and Custodians

Target: AMP WEALTH MANAGEMENT

Bidder: MERIT FINANCIAL ADVISORS

1 Service Providers

1 Bidder

2 Dealmakers

2 Bidder

n/a

Value

07 Jul 2025|United States|Management Consulting

Target: MERIT FINANCIAL ADVISORS

Bidder: CONSTELLATION WEALTH CAPITAL

8 Service Providers

5 Target | 3 Bidder

25 Dealmakers

2 Target | 23 Bidder

n/a

Value

07 Nov 2025|United States|Management Consulting

Target: MENNENGA TAX & FINANCIAL

Bidder: MERIT FINANCIAL ADVISORS

1 Service Providers

1 Bidder

1 Dealmakers

1 Bidder

n/a

Value

20 Jan 2026|United States|Management Consulting

Target: SSC WEALTH LLC

Bidder: MERIT FINANCIAL ADVISORS

3 Service Providers

1 Target | 1 Bidder | 1 Vendor

6 Dealmakers

1 Target | 2 Bidder | 3 Vendor

n/a

Value

03 Feb 2026|United States|Diversified Financials

Target: TL FINANCIAL GROUP

Bidder: MERIT FINANCIAL ADVISORS

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

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Senior Management

Rick Kent
Founder and CEO
Kay Lynn Mayhue
President
Josh Mersberger
Managing Principal and Partner