Mercer Advisors Overview
Latest Deal Type
Buyout/LBO
Mercer Advisors General Information
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.
Mercer Advisors Timeline
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Mercer Advisors Valuation & Funding
| Deal Type |
Date |
Amount |
Valuation/
EBITDA |
Post-Val |
Status |
Debt |
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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 |
00000 |
0&0 |
|
| 000 000000000 0000 |
Corporate Backed or Acquired |
Devon, United Kingdom |
00 |
|
000000&0 |
|
| 000000 0000000 000 |
Formerly PE-Backed |
Newport Beach, CA |
000 |
0000 |
000000&0 |
0000 |
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
Mercer Advisors Investors
| Investor Name |
Investor Type |
Holding |
Investor Since |
Participating Rounds |
Contact Info |
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Mercer Advisors
Investments
&
Acquisitions (31)
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| Company Name |
Deal Date |
Deal Type |
Deal Size |
Industry |
Lead Partner |
| 00000 0000 0000000 |
28-Jan-2020 |
0000000000 |
|
Asset Management |
0000 0000000 |
| 000, 000. 00000000 |
09-Jan-2020 |
000000000000000000 |
|
Asset Management |
0000 0000000 |
| 00 000000000 00000 |
19-Dec-2019 |
0000000000 |
|
Asset Management |
0000 0000000 |
| 00000000 000000 00 |
10-Dec-2019 |
0000000000 |
|
Asset Management |
00000 000000 00 |
| Adam Financial Associates |
03-Dec-2019 |
Buyout/LBO |
|
Asset Management |
0000 0000000 |
Mercer Advisors Subsidiaries (15)
| Company Name |
Industry |
Location |
Founded |
| Confluence Financial Advisors |
Asset Management |
Boulder, CO |
2015 |
| 00 000000000 00000 |
Asset Management |
Dearborn, MI |
0000 |
| 000 0000000 & 0000 |
Asset Management |
Little Neck, NY |
0000 |
| 000000 000000 0000 |
Other Financial Services |
Hackensack, NJ |
0000 |
| 00000000 000000 00 |
Asset Management |
Austin, TX |
0000 |