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Mercer Advisors Recognized for the "Private Wealth Manager M&A Deal of the Year"

Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year”
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Industry leading RIA firm creates innovative acquisition solution with Raymond James to win highly competitive PAM award.
This ground-breaking work has now paved the way for several other similar transitions with Raymond James that Mercer Advisors closed. Deep experience in the M&A process is key to success and it is extremely gratifying receive this prestigious award.
DENVER (PRWEB)
February 23, 2021
Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that the firm has been recognized for the “Private Wealth Manager M&A Deal of the Year” in the Private Asset Management (PAM) Awards. This award marks the fourth-year in a row that Mercer Advisors has been recognized in the PAM awards with a winning initiative. ....

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Vancouver-based New Focus Financial Group sells to EP Wealth Advisors

Vancouver-based New Focus Financial Group sells to EP Wealth Advisors
bizjournals.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from bizjournals.com Daily Mail and Mail on Sunday newspapers.

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US in the news: Mercer Advisors completes double acquisition

The financial terms of the deal were not disclosed.
In all, 15 MWM team members will be joining the Mercer Advisors’ team.
Elsewhere, Mercer Advisors has bought acquisition of Rowland Carmichael Advisors, a wealth management firm located in Scottsdale, Arizona.
RCA serves approximately 240 clients and nine RCA team members will be joining the Mercer Advisors’ team.
The financial terms of the deal were not disclosed.
People moves
Round Table Wealth Management
The global wealth and investment management firm has named Marianne Rodriguez as director and wealth adviser based in its Boca Raton, Florida office.
Prior to joining RTWM, she worked as a branch manager with a national brokerage firm. ....

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Mercer announces fourth RIA acquisition in 8 days

Mercer announces fourth RIA acquisition in 8 days
The $25 billion Denver aggregator is buying Rowland Carmichael Advisors, a Scottsdale, Arizona-based multifamily office that serves 240 clients with more than $850 million in assets.
January 13, 2021
On Wednesday, the $25 billion Denver-based aggregator announced its fourth acquisition so far this year of an RIA with at least $800 million in client assets. The deal for Scottsdale, Arizona-based Rowland Carmichael Advisors, which serves 240 clients with more than $850 million in assets, follows three other announcements in the past eight days.
The deals announced previously include: Kays Financial Advisory, an $800 million Atlanta-based firm; Atlanta Financial Associates, an $815 million firm also based in Atlanta; and McGee Wealth Management, an $800 million firm based in Portland, Oregon. ....

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Mercer Global Advisors Acquires Women-Led MWM

Mercer Global Advisors Acquires Women-Led MWM
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