Announced
Completed
Synopsis
Mercer Advisors, a national Registered Investment Advisor, completed the acquisition of O’Brien Wealth, a Massachusetts-based firm providing comprehensive wealth management and planning services. Financial terms were not disclosed. "Our conversations with the O’Brien team highlighted that we share a common foundation of acting in our clients’ best interest and in the belief that teamwork and culture are the key ingredients to success. Jill and the O’Brien team have built one of the most respected advisory firms in New England—defined by integrity, intentional growth, and enduring client relationships," Dave Welling, Mercer Advisors CEO.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
Seller Team (1)
Bidder Team (5)
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy
All rights reserved. Copyright © 2025 Datasite