In Latest Deal, Mercer Advisors Acquires $5 Billion RIA

Mercer Advisors, a company that has a track record of engaging in a number of mergers and acquisitions, has recently completed the purchase of Regis Management Company, a wealth management firm that is responsible for a total of $5 billion in assets. Mercer Advisors has a track record of engaging in a number of mergers and acquisitions.

The merger occurs amid a time when the market for mergers and acquisitions involving RIAs has slowed down significantly. This is the case because of the current market climate. At the beginning of both this year and the year before, there was a frenzy of activity involving the conducting of business transactions. This activity was spurred on by a number of sources, including an inflow of money from private equity as well as baby boomer advisers who were eager to sell their practices. These are only two of the many factors that went into making this activity what it was.

Private equity companies Oak Hill Capital and Genstar Capital have both made investments in Mercer Advisors, a company that has its headquarters in Denver. Mercer Advisors has received funding from both of these companies. According to the information provided by the company, Mercer is responsible for the management of assets with a total value of $37 billion and employs more than 800 people. In addition to this, Mercer maintains a presence in a variety of nations all around the world.

It is an addition to the other acquisitions that Mercer Advisors has signed for this year, and it broadens the company’s footprint in California, which is where Regis has sites, notably in San Francisco and Menlo Park. This year, Mercer Advisors has signed for a total of three acquisitions. Mercer Advisors has expanded their presence in the state of California by signing an agreement with Regis. This will allow them to better serve their clients. Barron’s published a list of the Top 100 Registered Investment Advisory (RIA) Firms for 2022, and Mercer Advisors was included on that list.

Customers with exceptionally high net worths, families whose members span multiple generations, charity foundations, and endowments are the primary targets of Regis’s business. Mercer asserts that the company was established in the year 2000 and that it focuses on the administration of alternative investments in addition to the planning of intergenerational wealth. In addition to this, the company is responsible for managing the wealth of many generations.

According to Bob Burlinson, one of the co-founders of Regis, the partnership with Mercer Advisors would make it possible for the company to “recruit, train, and retain world-class staff” in order to guarantee “best-in-class service beyond our lifetimes.” This was stated in a press statement.

According to Dave Welling, CEO of Mercer Advisors, his company was interested in acquiring Regis because of the potential benefits that would come from combining Mercer’s platform and Regis’ human capital. These benefits would come about as a result of the combination of the two businesses’ respective human resources. These advantages would become available as a direct result of the merging of the human resources that are currently held by each of the companies. The following is an excerpt from a statement that was released by Welling: “This preserves our strong focus on working in the best interests of our clients and enhances our aim of building out a transformational RIA platform that embodies excellence at every level.” We are excited to learn that Regis will be joining the team at Mercer Advisors, and we are looking forward to the opportunity to collaborate closely with him to assist in the delivery of tangible results for the clients that we both serve.

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During the month of October, Mercer Advisors was able to consummate the acquisition of Goldstein Munger + Associates without any problems. Goldstein Munger + Associates is a wealth management company operating out of California. The company oversees assets worth close to one billion dollars and has its headquarters in that state.

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