Mercer Global Advisors acquires Waypoint Capital Advisors to expand UHNW practices
Nov 12, 2024•about 1 year ago
Acquiring Company
Mercer Global Advisors
Acquired Company
Waypoint Capital Advisors
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.
M&A Insights
Based on deal dataIntegration 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