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Cover Image Martine Lellis

Martine Lellis

Principal, M&A Partner Development at MERCER ADVISORS

Manager

Deal Bio

Total Deals7

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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12 Nov 2024|United States|Financial Data and Systems

Target: CHAPEL & COLLINS

Bidder: MERCER ADVISORS

2 Service Providers

5 Dealmakers

n/a

Value

04 Feb 2025|United States|Asset Managers and Custodians

Target: FINANCIAL PARTNERS GROUP

Bidder: MERCER ADVISORS

5 Service Providers

3 Target | 2 Bidder

11 Dealmakers

7 Target | 4 Bidder

n/a

Value

01 Apr 2025|United States|Diversified Financials

Target: VISHRIA BIRD FINANCIAL GROUP

Bidder: MERCER ADVISORS

4 Service Providers

3 Target | 1 Bidder

6 Dealmakers

4 Target | 2 Bidder

n/a

Value

01 Apr 2025|United States|Asset Managers and Custodians

Target: D. SCOTT NEAL INC

Bidder: MERCER ADVISORS

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

08 May 2025|United States|Asset Managers and Custodians

Target: LEWIS WEALTH MANAGEMENT

Bidder: MERCER ADVISORS

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

08 May 2025|United States|Diversified Financials

Target: TUFTON CAPITAL MANAGEMENT

Bidder: MERCER ADVISORS

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

3 Target | 4 Bidder

n/a

Value

03 Jun 2025|United States|Asset Managers and Custodians

Target: FULL SAIL CAPITAL

Bidder: MERCER ADVISORS

4 Service Providers

2 Target | 2 Bidder

8 Dealmakers

3 Target | 5 Bidder

n/a

Value

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