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Cover Image Dave Welling

Dave Welling

CEO at MERCER ADVISORS

Manager

Deal Bio

Total Deals17

Valued Deals1

Total Value£ 126 M

Avg. Deal Size£ 126 M

Market Context

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05 Sep 2019|United States|Asset Managers and Custodians

Target: SAGE FUTURE FINANCIAL LLC

Bidder: MERCER ADVISORS

2 Service Providers

1 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

17 Sep 2019|United States|Asset Managers and Custodians

Target: MERCER ADVISORS

Bidder: OAK HILL CAPITAL PARTNERS

9 Service Providers

4 Target | 3 Bidder | 2 Vendor

4 Dealmakers

1 Target | 1 Bidder | 2 Vendor

n/a

Value

09 Jan 2020|United States|Asset Managers and Custodians

Target: CCP INC

Bidder: MERCER ADVISORS

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

£ 125 M

Value

28 Jan 2020|United States|Asset Managers and Custodians

Target: FIRST OHIO PLANNING LLC

Bidder: MERCER ADVISORS

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

05 Aug 2020|United States|Asset Managers and Custodians

Target: SUMMIT WEALTH ADVISORS INC

Bidder: MERCER ADVISORS

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

10 Mar 2021|United States|Asset Managers and Custodians

Target: EPSTEIN & WHITE FINANCIAL LLC

Bidder: MERCER ADVISORS

5 Service Providers

3 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

27 Sep 2021|United States|Asset Managers and Custodians

Target: MILLER ADVISORS

Bidder: MERCER ADVISORS

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

3 Target | 4 Bidder

n/a

Value

20 Oct 2021|United States|Asset Managers and Custodians

Target: LAKE POINT ADVISORY GROUP

Bidder: MERCER ADVISORS

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

01 Mar 2022|United States|Asset Managers and Custodians

Target: BENEMARK

Bidder: MERCER ADVISORS

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

07 Sep 2022|United States|Asset Managers and Custodians

Target: JORDAN FINANCIAL STRATEGIES

Bidder: MERCER ADVISORS

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

07 Jul 2022|United States|Asset Managers and Custodians

Target: HARRISON & COMPANY WEALTH MANAGEMENT

Bidder: MERCER ADVISORS

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

07 Dec 2022|United States|Asset Managers and Custodians

Target: RESOURCE PLANNING

Bidder: MERCER ADVISORS

2 Service Providers

3 Dealmakers

n/a

Value

01 Dec 2022|United States|Investment Banking

Target: REGIS MANAGEMENT COMPANY

Bidder: MERCER ADVISORS

4 Service Providers

2 Target | 2 Bidder

8 Dealmakers

6 Target | 2 Bidder

n/a

Value

06 Jun 2023|United States|Asset Managers and Custodians

Target: MERCER ADVISORS

Bidder: ALTAS PARTNERS

13 Service Providers

6 Target | 4 Bidder | 3 Vendor

20 Dealmakers

14 Target | 3 Bidder | 3 Vendor

n/a

Value

05 Jul 2023|United States|Asset Managers and Custodians

Target: DAY & ENNIS LLC

Bidder: MERCER ADVISORS

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

4 Target | 3 Bidder

n/a

Value

17 Oct 2023|United States|Asset Managers and Custodians

Target: KINGFISHER CAPITAL

Bidder: MERCER ADVISORS

5 Service Providers

3 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

12 Nov 2024|United States|Financial Data and Systems

Target: CHAPEL & COLLINS

Bidder: MERCER ADVISORS

2 Service Providers

5 Dealmakers

n/a

Value

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