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New Deal


Announced

Completed

Mercer Advisors completed the acquisition of Regis Management Company.

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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Private

Private Equity

Majority

Completed

Single Bidder

Friendly

Domestic

investment management

Investment Banking

United States

Acquisition

Synopsis

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Mercer Advisors, a total wealth management firm, completed the acquisition of Regis Management Company, an independent, innovative, and insightful investment management firm. Financial terms were not disclosed. "The business combination between Mercer Advisors and Regis is industry transforming as we integrate the power of the Mercer Advisors platform which includes our best people, process, and technology with the Regis team's best ideas, people, and UHNW solutions. This extends our vision of building out a transformative RIA platform that represents excellence at every level and maintains our steadfast dedication to acting in our clients' best interests. We are thrilled Regis is 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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