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Announced

1 Apr 2025

Completed

1 Apr 2025

Mercer Advisors completed the acquisition of D. Scott Neal.

Synopsis

Mercer Advisors, a national registered investment adviser, completed the acquisition of D. Scott Neal, a Kentucky-based financial planning and investment management firm. Financial terms were not disclosed. Bringing over $300m in assets under management, this acquisition represents Mercer Advisors' first partnership in Kentucky.

Principals

target

D. Scott Neal

bidder

Mercer Advisors

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Market Context

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Seller Team (1)

scott neal

President and CEO at D. SCOTT NEAL INC

Manager

target

Deal

n/a

Total Value

Bidder Team (4)

martine lellis

Partner at MERCER ADVISORS

Manager

bidder

Deals

n/a

Total Value

ben kautz

Executive Managing Director at MERCER ADVISORS

Manager

bidder

Deals

n/a

Total Value

will ruben

SVP at StreetCred PR

PR Consultant

bidder

Deals

£ 357 M

Total Value

natalie o’dell

Account Executive at StreetCred PR

PR Consultant

bidder

Deals

n/a

Total Value

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