Mercer Global Advisors acquires Waypoint Capital Advisors to expand UHNW practices
Acquiring Company
Mercer Global Advisors
Acquired Company
Waypoint Capital Advisors
DenverMinneapolisFinancial ServicesConsultingFinancial ServicesFinanceNon ProfitFamilyDescription
Mercer Global Advisors, Inc. (Mercer Advisors), the #1 ranked RIA firm in the nation, has announced the acquisition of Waypoint Capital Advisors, an investment advisory and financial planning firm managing nearly $1 billion in client assets for ultra-high-net-worth individuals and families. This acquisition will bolster Mercer Advisors’ UHNW practices and deepen the depth and breadth of its teams focused on serving multi-family offices and ultra-high-net-worth families.
Quick answer
Mercer Global Advisors is acquiring Waypoint Capital Advisors, announced November 12, 2024. Mercer Global Advisors is based in Denver, Colorado, United States.
- How much did Mercer Global Advisors pay for Waypoint Capital Advisors?
- The deal value was not disclosed.
- What does Mercer Global Advisors do?
- Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services.
- Where are Mercer Global Advisors and Waypoint Capital Advisors based?
- Mercer Global Advisors is based in Denver, Colorado, United States. Waypoint Capital Advisors is based in Minneapolis, Minnesota, United States.
- Who are the decision-makers at Mercer Global Advisors?
- Fundz holds 3 contacts at Mercer Global Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Consulting
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Mercer Advisors acquires Chapel & Collins to expand wealth management services in Greater Denver (November 12, 2024)
- Northwest Bancshares, Inc. to Acquire Penns Woods Bancorp, Inc. Strengthening Regional Presence (December 17, 2024)
- Cohen & Company completes acquisition of Tax & Wealth Management, Inc. to strengthen family office and private client service offerings (December 12, 2024)
- MidFirst Bank completes acquisition of Amerant Bank Houston locations (November 8, 2024)
- CBC BANCORP completes acquisition of BAY COMMUNITY BANCORP (November 1, 2024)
- Mercer Advisors completes acquisition of Kiely Wealth Advisory Group to expand wealth management capabilities (October 1, 2024)
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Frequently asked
Who acquired Waypoint Capital Advisors?
Waypoint Capital Advisors was acquired by Mercer Global Advisors, based in Denver. The deal was reported on November 12, 2024. Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. Mercer Global Advisors is privately held and operates in Financial Services.
When did Mercer Global Advisors acquire Waypoint Capital Advisors?
Mercer Global Advisors's acquisition of Waypoint Capital Advisors was reported on November 12, 2024. Mercer Global Advisors, Inc. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Waypoint Capital Advisors do?
Waypoint Capital Advisors is an investment advisory and financial planning firm that manages nearly $1 billion in client assets for ultra-high-net-worth individuals and families. It is privately held, operating in Financial Services, and is based in Minneapolis.
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