Acquiring Company
Mercer Global Advisors
Acquired Company
Tufton Capital Management
DenverMarylandFinancial ServicesConsultingFinancial ServicesReal EstateFinanceAngel InvestmentDescription
Mercer Global Advisors has acquired Tufton Capital Management, a leading wealth advisory firm. InCap Group served as the exclusive financial advisor to Tufton during this transaction. The acquisition will enhance Tufton's capabilities and resources while continuing to serve its high net worth clients. This move marks an important partnership for both firms in the wealth management sector.
Quick answer
Mercer Global Advisors is acquiring Tufton Capital Management, announced May 28, 2025. Mercer Global Advisors is based in Denver, Colorado, United States.
- How much did Mercer Global Advisors pay for Tufton Capital Management?
- 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 Tufton Capital Management based?
- Mercer Global Advisors is based in Denver, Colorado, United States. Tufton Capital Management is based in Maryland, 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.
- BNP Paribas completes AXA IM acquisition deal (July 1, 2025)
- Mercer Advisors acquires Tufton Capital Management (May 8, 2025)
- KKR acquires OTC solutions provider OSTTRA (April 30, 2025)
- KKR to acquire OSTTRA for USD 3.1 billion (April 15, 2025)
- Laiqon acquires MainFirst to enter Switzerland (July 4, 2025)
- Pemba Capital acquires Hunter Premium Funding (June 2, 2025)
Who to call at Mercer Global Advisors, and when
When Mercer Global Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired Tufton Capital Management?
Tufton Capital Management was acquired by Mercer Global Advisors, based in Denver. The deal was reported on May 28, 2025. 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 Tufton Capital Management?
Mercer Global Advisors's acquisition of Tufton Capital Management was reported on May 28, 2025. Mercer Global Advisors has acquired Tufton Capital Management, a leading wealth advisory firm. InCap Group served as the exclusive financial advisor to Tufton during this transaction. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Tufton Capital Management do?
Tufton Capital Management is a registered investment advisor that manages client assets with a fiduciary-first investment strategy. The firm focuses on high-net-worth and multigenerational clients, providing estate planning and trust services. It is privately held, operating in Financial Services, and is based in Maryland.
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