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Mercer Advisors Acquires Jordan Financial Strategies, Llc, Expanding Mercer Advisors' Denver Presence

Sep 07, 2022•over 3 years ago

Acquiring Company

Mercer Global Advisors

Acquired Company

Financial Strategies

DenverFinancial Services

Description

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Jordan Financial Strategies, LLC. Jordan, a respected wealth management firm located in Denver, Colorado, serves clients with assets under management (AUM) of approximately $120 million.

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