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Mercer Advisors

Mercer Advisors
1985 FOUNDED
PRIVATE STATUS
301-400 EMPLOYEES
Lev. Recap. LATEST DEAL TYPE
7 FINANCING ROUNDS
21 INVESTMENTS
Description

Provider of wealth management services. The company offers a wide array of services, including investment management, financial planning, retirement benefit management, distribution and estate planning services to individuals in the United States.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 1200 17th Street, Floor 25
  • Suite 500
  • Denver, CO 80202
  • United States

+1 (888) 000-0000

Mercer Advisors Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Mercer Advisors Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Thomas Heald Corporate Backed or Acquired Chesterfield, United Kingdom 00 000000&0
000000000 00000000 Private Equity-Backed Chicago, IL 000 0000 000000000 0000
000 000000000 0000 Corporate Backed or Acquired Devon, United Kingdom 00 000000&0
000000 0000000 000 Private Equity-Backed Newport Beach, CA 000 0000 000000&0 0000
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Mercer Advisors Investments (21)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 0000000 07-Mar-2019 0000000000 Asset Management 0000 0000000
00000 00000 000000 19-Feb-2019 0000000000 Other Services (B2C Non-Financial) 0000 0000000
000000 000000000 0 03-Jan-2019 0000000000 Asset Management 0000 0000000
0000 000000 000000 11-Dec-2018 0000000000 Asset Management 0000 0000000
McDermott Advisory Group 27-Nov-2018 Buyout/LBO Other Financial Services 0000 0000000
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Mercer Advisors Subsidiaries (16)

Company Name Industry Location Founded
Confluence Financial Advisors Asset Management Boulder, CO 2015
0000 0000 000000 0 Asset Management Bellevue, WA 0000
000 0000000 000000 Asset Management Clearwater, FL 0000
000 0000000 & 0000 Asset Management Little Neck, NY 0000
000000000 00000000 Other Financial Services Wilmington, DE 0000
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Mercer Advisors Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Mercer Advisors Executive Team (16)

Name Title Board
Seat
Contact
Info
Dave Welling Chief Executive Officer
Karsten Voermann Chief Financial Officer
Loren Pierson Chief Operating Officer
Deb Atwater-Robles Chief Accounting Officer
William Nelson JD Chief Compliance Officer & Deputy General Counsel

7 Former Executives

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Mercer Advisors Board Members (3)

Name Representing Role Since Contact
Info
0000000 00000000 Genstar Capital Board Member 000 0000
00000 000000 00 Mercer Advisors Vice Chairman, Mergers and Acquisitions 000 0000

1 Former Board Member

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