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Mercer, Wealth Enhancement buy billion-dollar RIAs

The PE-backed consolidators picked up firms with a combined $6.7 billion in client assets as high valuations and expansion plans bring sellers to the table.

New yorkUnited statesRaymond jamesDennis mooreGerald furcinitiBrian lauzonRobert coxCarl kunhardtChandler fergusonChris youngSincap groupRaymond james financial servicesOnex corporationWealth enhancement groupQuest capital managementMercer advisors

Mercer Advisors acquires Quest Capital Management

Mercer Global Advisors, which is majority owned by Oak Hill Capital and Genstar Capital, has acquired Quest Capital Management.

United statesDave bartonRobert coxDennis mooreCarl kunhardtDavid bartonChandler fergusonChris youngOpalesque industry updateInvestment advisorMercer global advisorsOak hill capitalGenstar capitalQuest capital managementKalita blessingChief operating officer

Mercer Advisors Acquires Quest Capital Management, Inc

Mercer Advisors Acquires Quest Capital Management, Inc
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United statesDave bartonDennis mooreDavid bartonRobert coxCarl kunhardtChris tofalliChandler fergusonChris youngQuest capital management incChris tofalli public relationsMercer global advisors incCollege for financial planningInvestments wealth instituteNational associate of estate planners councilsCertified financial planner board of standards inc

Mercer Acquires $1 5B RIA Quest Capital Management

Mercer Acquires $1 5B RIA Quest Capital Management
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United statesRobert coxCarl kunhardtDennis mooreChandler fergusonChris youngMercer advisorsQuest capital managementMiller advisorsCapital managementPresident kalita blessingChief operating officer dennis mooreWealth advisors robert coxMercer advisorOak hill capitalGenstar capital