Mercer Global Advisors, Inc. acquires Benchmark Wealth Management, LLC to expand its footprint in the Northeast
Acquiring Company
Mercer Global Advisors
Acquired Company
Benchmark Wealth Management
DenverUnited StatesFinancial ServicesConsultingFinancial ServicesFinanceDescription
Mercer Global Advisors, Inc. announced the acquisition of Benchmark Wealth Management, LLC, a firm providing holistic financial planning and wealth management for high-net-worth professionals and retirees. The acquisition allows Mercer Global Advisors, Inc. to expand its presence in the Northeast and enhance its capabilities in serving high-net-worth clients.
Quick answer
Mercer Global Advisors is acquiring Benchmark Wealth Management, announced September 3, 2024. Mercer Global Advisors is based in Denver, Colorado, United States.
- How much did Mercer Global Advisors pay for Benchmark Wealth 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 Benchmark Wealth Management based?
- Mercer Global Advisors is based in Denver, Colorado, United States. Benchmark Wealth Management is based in 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 completes acquisition of Kiely Wealth Advisory Group to expand wealth management capabilities (October 1, 2024)
- Avantax Inc. acquires SEP Financial Services from veteran independent financial advisor Stephen E. Plain (September 26, 2024)
- ACA Group acquires Effecta Compliance Group to expand presence in the Middle East and UK (October 16, 2024)
- Focus Financial Partners Inc. to acquire Custom Portfolio Group LLC to enhance wealth management capabilities (September 26, 2024)
- ESL Federal Credit Union completes acquisition of Generations Bank to strengthen community-focused banking services (September 24, 2024)
- Brookfield Asset Management acquires 51% interest in Castlelake in a strategic partnership transaction (September 17, 2024)
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Frequently asked
Who acquired Benchmark Wealth Management?
Benchmark Wealth Management was acquired by Mercer Global Advisors, based in Denver. The deal was reported on September 3, 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 Benchmark Wealth Management?
Mercer Global Advisors's acquisition of Benchmark Wealth Management was reported on September 3, 2024. Mercer Global Advisors, Inc. announced the acquisition of Benchmark Wealth Management, LLC, a firm providing holistic financial planning and wealth management for high-net-worth professionals and retirees. The acquisition allows Mercer Global Advisors, Inc. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Benchmark Wealth Management do?
Benchmark Wealth Management, LLC provides holistic financial planning and wealth management for high-net-worth professionals and retirees. It is privately held, operating in Financial Services, and is based in United States.
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