logo
logo
AI + EXCLUSIVE DATA

AI identifies M&A opportunities from proprietary sources

Our AI analyzes exclusive acquisition data to predict which merged companies need YOUR integration capabilities.

10-25 M&A leads daily • Tech stack analysis • Integration scoring
Start with:
✓Flexible Plans • $39/mo or $29/mo annual
✓AI + exclusive M&A intelligence
✓Post-merger opportunity analysis
INDUSTRY FIRST

Mercer Advisors Acquires Mark D. Cunningham, A Sole Proprietorship, Expanding Mercer Advisors' Texas Presence

Nov 01, 2022•almost 3 years ago

Acquiring Company

Mercer Global Advisors

Acquired Company

Mark D. Cunningham

DenverFinancial Services

Description

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Mark D. Cunningham, a sole proprietorship affiliated with Raymond James (hereinafter "Cunningham"). Cunningham, a respected wealth management firm located in Bellaire Texas, serves clients with assets under management (AUM) of approximately $360 million.

Company Information

Company

Mercer Global Advisors

Location

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.

Company News

(10 articles)
Tue, 06 Jun 2023 07:00:00 GMT

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners - PR Newswire

Thu, 08 Oct 2020 07:00:00 GMT

Mercer Advisors Acquires Personal Financial Advisors, LLC - PR Newswire

Mon, 05 Jun 2023 07:00:00 GMT

Mercer Advisors Acquires RMR Wealth Advisors, LLC - PR Newswire

Wed, 03 Jan 2024 08:00:00 GMT

Mercer Advisors Acquires Transitions Wealth Management, LLC - PR Newswire

Wed, 05 Aug 2020 07:00:00 GMT

Mercer Advisors Acquires Summit Wealth Advisors, Inc. - PR Newswire

Wed, 01 Nov 2023 07:00:00 GMT

Mercer Advisors Acquires Singh Advisory, LLC - PR Newswire

Tue, 01 Aug 2023 07:00:00 GMT

Mercer Advisors Acquires Private Asset Management, Inc. - PR Newswire

Tue, 05 Mar 2024 08:00:00 GMT

Mercer Advisors Acquires MDK Private Wealth Management, LLC Expanding Mercer Advisors' Northwest Presence - PR Newswire

Tue, 10 Jan 2023 08:00:00 GMT

Mercer Advisors Acquires Empyrion Wealth Management, Inc. - PR Newswire

Wed, 02 Aug 2023 07:00:00 GMT

Mercer Advisors Acquires Steward Wealth Management, LLC - PR Newswire

FundzWatch™ Score

70
High M&A Activity
33 total signals

Buyer Intent Analysis

Get personalized insights on buying likelihood

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