Announced

Completed

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.

Show Details & Financials

Did you work on this deal?

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

All rights reserved. Copyright © 2025 Datasite