Mercer Advisors buys Epstein & White Financial, stoking acquisition spree and RIA consolidation financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
PE-backed Mercer Advisors buys Epstein & White Financial pehub.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pehub.com Daily Mail and Mail on Sunday newspapers.
Mercer Advisors Acquires Epstein & White Financial, LLC
Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors Presence in California
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DENVER, March 10, 2021 /PRNewswire/ Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser (RIA), today announced the acquisition of Epstein & White Financial LLC (and related entity Epstein & White Retirement Income Solutions, LLC) (hereinafter collectively referred to as EWF ), a respected wealth management firm located in San Diego, California. EWF serves approximately 1,300 clients with client assets of approximately $740 million. EWF was founded in 2013 by Brad White, CFP® focusing on delivering comprehensive wealth management services to their mass affluent and high net worth (HNW) clients. EWF has over twenty (20) team members who will be joining the Mercer Advisors team.
Endo Tools Therapeutics Secures €8 Million ($9.5M) in Series D Funding Led by White Fund
Developing innovative, minimally invasive medical devices for gastroenterologists, company plans to seek regulatory clearance in the US and reimbursement in European countries
Endo Tools Therapeutics (ETT), developers of advanced endoscopic medical devices for use by gastroenterologists, today announces the closing of a Series D funding round of €8 million ($9.5M), led by White Fund. The transaction is supported by new private investors and the existing investors (FPIM-SFPI, Epimède, Chagral Invest and private investors).
ETT will use the Series D funding to submit a regulatory marketing submission for its medical devices to the Food and Drug Administration (FDA) in the US for soft tissue approximation. ETT also intends to seek further reimbursement within the EU. Lastly, the funding will help to continue R&D efforts into new products and indications, collate evidence on device capabilit