Announced
Completed
Financials
Tags
Majority
wealth management
Acquisition
Single Bidder
United States
Asset Managers and Custodians
Private
Friendly
Completed
Synopsis
Mercer Advisors, a comprehensive wealth management firm, completed the acquisition of Summit Wealth Advisors, a wealth management firm located in Frisco, Colorado. Financial terms were not disclosed. "We look forward to Bob and Emily joining the team, adding their years of experience and community involvement to our growing presence in Colorado. From the very first conversations with Bob, Emily and the Summit team, it was clear we had a unified vision on how to serve clients and our communities," Dave Welling, Mercer Advisors CEO.
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.