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Announced

Completed

Mercer Advisors completed the acquisition of Resource Planning Group.

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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Acquisition

financial services

United States

business advices

wealth management

Majority

Single Bidder

Completed

Friendly

Domestic

Private

Asset Managers and Custodians

Synopsis

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Mercer Advisors, a a national registered investment adviser, completed the acquisition of Resource Planning Group, a comprehensive wealth management firm. Financial terms were not disclosed. "The business combination between Mercer Advisors and RPG is a perfect fit with both firms anchoring on financial planning. We are thrilled they are joining the Mercer Advisors team and expanding our already significant presence in the Southeast," Dave Welling, Mercer Advisors Chief Executive Officer.

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