Announced
Completed
Financials
Tags
wealth management
Asset Managers and Custodians
Domestic
United States
Acquisition
Private
Friendly
Majority
Completed
Single Bidder
Synopsis
Mercer Advisors, a registered investment adviser, completed the acquisition of Harrison & Company, a wealth management firm. Financial terms were not disclosed. "Bruce and Ian were looking to build scale to create necessary leverage or join a like-minded firm that already climbed that mountain. They chose to join us and the cultural fit between our two firms is superior. This is a win-win transaction for all concerned and this acquisition builds on our already deep presence in the Virginia, D.C. area," David Barton, Mercer Advisors Vice Chairman and CEO.
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