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New Deal


Announced

Mercer Advisors to acquire Miller Advisors.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Pending

Single Bidder

wealth management

Acquisition

Friendly

Asset Managers and Custodians

Majority

Domestic

Private

United States

Synopsis

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Mercer Advisors, an investment adviser, agreed to acquire Miller Advisors, a wealth management firm. Financial terms are not disclosed. "I founded Miller Advisors to help empower people to take charge of their financial lives. I enjoy working with clients, one-to-one, to identify objectives, manage and preserve wealth, and transfer it to the next generation based on their family values," Kathleen Miller, Miller Advisors President and CEO.

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