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Mercer Advisors Acquires Bivin and Associates in Third Deal This Week

The national RIA expands its Midwest presence with second triple-transaction week of 2022.

United statesDave bartonStan bivinMercer advisors incFure financial corporationCordasco financial networkMercer global advisorsPonca cityBerkson asset managementHawsgoodwin investment managementWrenn financialOak hill capitalGenstar capitalMercer globalMercer advisors

Mercer Advisors Acquires Bivin and Associates in 3rd Deal This Week

The national RIA expands its Midwest presence with second triple-transaction week of 2022.

United statesPonca cityDave bartonStan bivinMercer advisors incFure financial corporationCordasco financial networkMercer global advisorsPonca city oklaBerkson asset managementHawsgoodwin investment managementWrenn financialOak hill capitalGenstar capitalMercer globalMercer advisors

US in the news: Mercer Advisors makes triple acquisition

A round-up of people moves and M&A deals across North America

New yorkUnited statesRye brookNew jerseySan diegoAmerican forkCynthia pulverBarry waxlerRaymond jamesJohn david jensenPaul leeDebra sendelbachDeborah stevensonMaxie edward wrenn jrSteve cordascoTim ziola

Mercer Global buys $238 million RIA - InvestmentNews

Mercer Global Advisors, acquired Wrenn Financial Strategies, a Raleigh, North Carolina-based registered investment adviser

United statesMaxie edward wrenn jrJanice wrennCordasco financial networkMercer global advisorsWrenn financial strategiesNorth carolina basedEdward wrennHawsgoodwin investment management

Franklin investment firm acquired by Denver group

HawsGoodwin founder: We were not really looking to sell our company

United statesWilliamson countyDavid bartonMirsky financial management corporationMercer global advisors incHawsgoodwin investment management incCordasco financial network in naplesGlobal advisorsHawsgoodwin investment managementCordasco financial networkVirginia based precipio wealthDallas based quest capital managementPresident cam goodwinVice chairmanMercer advisorsGenstar capital

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