Announced
Financials
Tags
Friendly
United States
Private
wealth management
Pending
Acquisition
Single Bidder
Asset Managers and Custodians
Majority
Synopsis
Mercer Advisors, a wealth management firm, agreed to acquire First Ohio Planning, a wealth management firm. Financial terms were not disclosed. "Jim's extensive experience as a business leader, planner, and community influencer are talents we look for. Combining his operation with our Columbus office affirms our dedication to our clients in Ohio and establishes us as one of the leading firms in that area. We are delighted to join forces with the First Ohio team and look forward to serving their clients with expanded wealth management services for years to come," Dave Welling, Mercer Advisors Chief Executive Officer.
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