Announced

Completed

Genstar Capital-backed Mercer Advisors completed the acquisition of Eagle Wealth Management and Eagle Wealth Accounting.

Synopsis

Genstar Capital-backed Mercer Advisors, a national Registered Investment Adviser, completed the acquisition of Eagle Wealth Management, a Central Oregon-based RIA offering holistic financial planning, and Eagle Wealth Accounting, a provider of tax services. Financial terms were not disclosed. "We were seeking a partner who shares our commitment to personalized, long-term financial care. Mercer Advisors aligns with our client-first philosophy and mission. With their support on the operational side of the business, we’re excited to devote even more time to helping clients navigate their financial journey with confidence," Chad Staskal, Eagle Wealth Management Principal and Owner.

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MergerLinks - Genstar Capital-backed Mercer Advisors completed the acquisition of Eagle Wealth Management and Eagle Wealth Accounting.