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Mercer Global Advisors acquires Waypoint Capital Advisors to expand UHNW practices

Nov 12, 2024about 1 year ago

Acquiring Company

Mercer Global Advisors

Acquired Company

Waypoint Capital Advisors

DenverMinneapolisFinancial ServicesFamilyNon ProfitFinanceFinancial Services

Description

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.

Company Information

Company

Mercer Global Advisors

Location

1200 17th Street

Denver, Colorado, United States

About

Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with $56 billion in client assets.

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed