Mercer Advisors

Mercer Advisors Overview

Founded 1985
Founded
Status Private
Employees 400
Employees
Latest Deal Type Buyout/​LBO
Financing Rounds 9
Investments 31

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.

Contact Information

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 Timeline

2017201820192020
Financing RoundCaptured Employee CountEstimated Employee Growth
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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 Board Members (3)

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

1 Former Board Member

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