Mercer Advisors Overview
- Founded
-
1985

- Status
-
Private
- Employees
-
738

- Latest Deal Type
-
Debt
- Financing Rounds
-
12
- Investments
-
74
Mercer Advisors General Information
Description
Provider of wealth management services located in Denver, Colorado. The company offers a wide array of services, including investment management, financial planning, retirement benefits management, distribution and estate planning services to individuals.
Contact Information
Website
www.merceradvisors.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
- 1200 17th Street
- Suite 500
- Denver, CO 80202
- United States
+1 (888) 000-0000
Mercer Advisors Timeline
Mercer Advisors Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Mercer Advisors Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
Provider of wealth management services located in Denver, Colorado. The company offers a wide array of services, includi
Asset Management
Denver, CO
738
As of 2023
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Mercer Advisors Competitors (16)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Creative Planning | Private Equity-Backed | Overland Park, KS | 0000 | 00000 | 000000000 | 00000 |
00000000 000000 00 | Private Equity-Backed | Kansas City, MO | 00 | 000000000000 | ||
000000000 00000 | Private Equity-Backed | Boldon, United Kingdom | 0000 | 00.000 | 000000000000 | |
0000000000 | Private Equity-Backed | Cleveland, OH | 000 | 000000000000 | ||
00 000000 00000000 | Private Equity-Backed | Torrance, CA | 000 | 00000 | 000000000 | 00000 |
Mercer Advisors Executive Team (29)
Mercer Advisors Board Members (5)
Name | Representing | Role | Since |
---|---|---|---|
00000 000000 00 | Mercer Advisors | Vice Chairman of Mergers & Acquisitions & Deal Team Leader | 000 0000 |
00000000 000000000 | Self | Board Member | 000 0000 |
000000 0000000000 | Oak Hill Capital | Board Member | 000 0000 |
Mercer Advisors Signals
Mercer Advisors Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
Mercer Advisors Investments & Acquisitions (74)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
00000000 0000 | 10-Jan-2023 | 0000000000 | Asset Management | 00000 000 | |
00000000 0000 | 07-Dec-2022 | 0000000000 | Asset Management | 00000 000 | |
0000000 00000 | 06-Dec-2022 | 0000000000 | Asset Management | 00000 000 | |
00000 0000000 | 30-Nov-2022 | 0000000000 | Other Financial Services | 0000 0000 | |
Mark D. Cunningham | 01-Nov-2022 | Buyout/LBO | Asset Management | 00000 000 |
Mercer Advisors Subsidiaries (42)
Company Name | Industry | Location | Founded |
---|---|---|---|
Confluence Financial Advisors | Asset Management | Boulder, CO | 2015 |
00 000000000 00000 | Asset Management | Dearborn, MI | 0000 |
0000000 & 00000 00 | Asset Management | San Diego, CA | 0000 |
000 0000000 & 0000 | Asset Management | Little Neck, NY | 0000 |
00000000 000000000 | Asset Management | Haddonfield, NJ | 0000 |