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:
7-day trial • $39/mo or $29/mo annual
AI + exclusive M&A intelligence
Post-merger opportunity analysis
INDUSTRY FIRST

Mercer Advisors Acquires Hya Advisors, Inc. With Approximately $1.2 Billion Aum/A, Hya Expands Mercer Advisors' Central U.S. Presence

May 03, 2022about 3 years ago

Acquiring Company

Mercer Global Advisors

Acquired Company

Mercer Global Advisors

DenverDenverFinancial ServicesFinancial Services

Description

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced a merger with HYA Advisors, Inc., and related entity Heim, Young & Associates, Inc. (together "HYA Advisors"). HYA Advisors, a respected wealth management firm headquartered in Springfield, Missouri, serves approximately 1,000 clients with assets under management and advisement (AUM/A) of approximately $1.2 billion. HYA was founded in 1991 by Dennis Heim CFP®, CRPS®, Partner/Principal and Dean Young, M.S., CFP®, CRPS®, Partner/Principal. The firm is currently led by Brent Singleton CFP®, AIF®, Partner/Principal, Mike Sharp CFP®, CLTC®, Partner/Principal, Jeff Bilberry CFP® Partner/Principal and Holly M. Gray CFP®, Partner. HYA Advisors' talented team will also be joining Mercer Advisors.

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.

FundzWatch™ Score

81
High M&A Activity

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