Announced
Financials
Tags
wealth management
Acquisition
Pending
Domestic
Friendly
United States
Majority
Single Bidder
Asset Managers and Custodians
Private
Synopsis
Mercer Advisors, a national registered investment adviser, agreed to acquire Benemark, a respected wealth management firm. Financial terms were not disclosed. "Robert and Gregg have built a great business and strong team and they are highly respected wealth management professionals. We are thrilled to be expanding our presence in Connecticut and look forward to working together to deliver meaningful results for our shared clients," Dave Welling, Mercer Advisors CEO.
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.