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Mercer Advisors Recognized for the "Private Wealth Manager M&A Deal of the Year"

Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year”
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Industry leading RIA firm creates innovative acquisition solution with Raymond James to win highly competitive PAM award.
This ground-breaking work has now paved the way for several other similar transitions with Raymond James that Mercer Advisors closed. Deep experience in the M&A process is key to success and it is extremely gratifying receive this prestigious award.
DENVER (PRWEB)
February 23, 2021
Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that the firm has been recognized for the “Private Wealth Manager M&A Deal of the Year” in the Private Asset Management (PAM) Awards. This award marks the fourth-year in a row that Mercer Advisors has been recognized in the PAM awards with a winning initiative. ....

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PE-backed Mercer Advisors buys Pinnacle Wealth Solutions

PE-backed Mercer Advisors buys Pinnacle Wealth Solutions
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Mercer Advisors Acquires Pinnacle Wealth Solutions, Inc.

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DENVER, Jan. 19, 2021 /PRNewswire/ Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of Pinnacle Wealth Solutions, Inc. ( Pinnacle ), a respected wealth management firm located in Midlothian, Virginia. Pinnacle serves approximately 250 clients with assets under management ( AUM ) of approximately $365 million. Pinnacle was founded in 1985 by G. Carl Mahler, Jr., CFP® ( Carl ) focusing on delivering comprehensive wealth management services to their high net worth (HNW) clients. Pinnacle has two shareholders – Carl and Jill A Jeter, CFP® ( Jill ). In all, five Pinnacle team members will be joining the Mercer Advisors team. The Pinnacle transaction closed December 31, 2020. ....

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