Announced

Completed

Genstar Capital-backed Mercer Advisors completed the acquisition of West Oak.

Synopsis

Genstar Capital-backed Mercer Advisors, a national Registered Investment Adviser, completed the acquisition of West Oak, an Eagle, Idaho-headquartered firm managing $500m in assets for over 100 families. Financial terms were not disclosed. "Joining forces with Mercer Advisors allows us to broaden what we can offer to our clients and their families. We will gain access to additional resources, technology and infrastructure that will elevate our service model while maintaining the personal touch our clients have always valued," Byron Snider, West Oak Founding Partner and President.

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MergerLinks - Genstar Capital-backed Mercer Advisors completed the acquisition of West Oak.