MergerLinks Header Logo

Announced

Completed

Mercer Advisors completed the acquisition of Resource Planning Group.

Synopsis

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.

Show Details & Financials

Did you work on this deal?

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US