Announced
Financials
Tags
Domestic
Pending
financial services
United States
Asset Managers and Custodians
Acquisition
Majority
Private
Friendly
Single Bidder
Synopsis
Mercer Advisors, a wealth-management firm, agreed to acquire Kingfisher Capital, a money management and investment advisory services provider. Financial terms were not disclosed. "KC is an ideal fit for us. Alex and H.K. are high-integrity professionals with a fantastic team and we are thrilled that they are joining our mission to build the nation's leading fiduciary-based wealth management firm. Together with our already strong presence in the South/Southeast, we present a formidable juggernaut. We are thrilled they are joining the Mercer Advisors team and look forward to working together to deliver meaningful results for our shared clients," Dave Welling, Mercer Advisors CEO.
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