Announced
Financials
Tags
Asset Managers and Custodians
Single Bidder
Domestic
asset and wealth management
Acquisition
Majority
Private
Pending
United States
Friendly
Synopsis
Mercer Advisors, a national registered investment adviser, agreed to acquire Jordan Financial Strategies, a wealth management firm. Financial terms were not disclosed. "Kristy leads a highly respected wealth management team and will fit in seamlessly with our already strong presence in Colorado, including our National Hub located in downtown Denver. We are thrilled they are joining the Mercer Advisors team and look forward to working together to help deliver meaningful results for our shared clients," Dave Welling, Mercer Advisors CEO.
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