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Inside the Deal M&A Podcast Part 3: Closing

Red Flags to Look For When Selling Your RIA

Leaders in the RIA M&A space discussed some of the traps sellers should be aware of, during a virtual roundtable by Advisor Growth Strategies.

Mercer Advisors Acquires Hart Capital Management, Inc

Share this article Share this article DENVER, Jan. 21, 2021 /PRNewswire/  Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of Hart Capital Management, Inc. ( Hart ), a respected wealth management firm headquartered in Spokane, Washington with a satellite office in Coeur d Alene, Idaho. Hart serves approximately 400 clients with assets under management ( AUM ) of approximately $440 million. Hart was founded in 1998 by Craig W. Hart ( Craig ), President and Chief Investment Officer, focusing on delivering comprehensive wealth management services to their high net worth clients. Craig and his experienced team of nine professionals will be joining Mercer Advisors. The Hart transaction closed December 31, 2020.

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