Here are the breakaways, mergers and acquisitions, and appointments announced the week of Jan. 25, 2021. WealthManagement.com | Jan 29, 2021
In a week in which financial (and mainstream) media was largely dominated by the evolving Gamestop/Robinhood/Reddit saga, the M&A market, nonetheless, kept chugging along.
Cleveland, Ohio–based MAI Capital announced it is acquiring HW Financial Advisors, an affiliate of accounting firm Howard, Wershbale & Co (HW&Co) in Beachwood, Ohio.
Mercer Advisors deepened its hold in the Midwest as it tucked in Marrs Wealth Management, an 11-year-old firm located in Ames, Iowa, according to a company announcement. The Denver-based firm closed the deal on Marrs on Dec. 31, 2020, making it Mercer’s seventh acquisition since November.
Sammons Financial Group receives third Employeeâs Choice Award from Glassdoor Friday, January 15, 2021 3:28 PM For the third consecutive year, West Des Moines-based Sammons Financial Group Inc. has been honored with a Glassdoor Employees’ Choice Award, recognizing the Best Places to Work in 2021. Sammons was the only Iowa-based company on the 100-organization list, at No. 70. The Employees’ Choice Award is based solely on the anonymous input of employees who complete a company review about their job, work environment, and employer. “We’re honored to once again make Glassdoor’s prestigious list,” said Esfand Dinshaw, Sammons Financial Group CEO. “This past year has been riddled with unprecedented challenges. Despite the uncertainty life presented, our employees found new and innovative ways to cope and connect. Each continued to deliver great results and this award is a testament to their tenacity.”
WEST DES MOINES, Iowa, Jan. 13, 2021 (GLOBE NEWSWIRE) For the third consecutive year, Sammons® Financial Group, Inc. has been honored with a Glassdoor Employees’ Choice Award, recognizing the Best Places to Work in 2021. The Employees’ Choice Award is based solely on the anonymous input of employees who complete a company review about their job, work environment, and employer. Glassdoor is the worldwide leader on insights about jobs and companies. “Our core values are the foundation of our healthy, high-performing culture at Sammons Financial Group,” said Anne Cooper, SVP and Chief Human Resources Officer at Sammons Financial Group. “We’ve long known that our company culture is something special and recognize it is built over time. We are humbled to see that our employees agree and understand the importance we place in being a great place to work.”On Glassdoor, current and former employees voluntarily share insights and opin