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.
Website
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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Request full access to PitchBookMercer 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 |
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 |
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 |
Mercer Advisors Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookMercer Advisors Executive Team (16)
7 Former Executives
You’re viewing 5 of 16 executives. Get the full list »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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