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Trusted by
Acquiring Company
Waverly Advisors
Acquired Company
MCS Family Wealth Advisors
BirminghamBendFinancial ServicesFinanceFamilyDescription
Waverly Advisors has acquired MCS Family Wealth Advisors. MCS is a wealth management firm based in Oregon, with approximately $151 million in assets under management. This acquisition enhances Waverly's investment management and financial planning services. The firms aim to leverage their strengths to better serve their clients.
Fundz sees it the moment Waverly Advisors makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired MCS Family Wealth Advisors?
MCS Family Wealth Advisors was acquired by Waverly Advisors, based in Birmingham. The deal was reported on October 13, 2026. Waverly Advisors is privately held and operates in Financial Services.
When did Waverly Advisors acquire MCS Family Wealth Advisors?
Waverly Advisors's acquisition of MCS Family Wealth Advisors was reported on October 13, 2026. Waverly Advisors has acquired MCS Family Wealth Advisors. MCS is a wealth management firm based in Oregon, with approximately $151 million in assets under management. This acquisition enhances Waverly's investment management and financial planning services. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does MCS Family Wealth Advisors do?
MCS Family Wealth Advisors is a wealth management firm offering services to clients with significant assets. They operate out of offices in Bend and Eugene, Oregon. The firm has approximately $151 million in assets under management. It is privately held, operating in Family, and is based in Bend.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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