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Asset Managers and Custodians
wealth management
United States
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Synopsis
Altas Partners, a North American private equity firm, agreed to invest in Mercer Advisors, a total wealth management and financial planning firm. Financial terms were not disclosed. "We are excited to welcome Altas Partners as a strategic investor. We have had an outstanding partnership with Genstar and Oak Hill for many years and chose Altas as our newest strategic investor because they believe in our mission, purpose, and strategy and are committed to support continued investment in capabilities that will allow us to enhance the way we serve our clients," Dave Welling, Mercer Advisors CEO.
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