Jamieson is pleased to announce that it has advised Dave Welling (CEO) and the wider management team of Mercer Advisors as part of the strategic investment by Altas Partners, joining current investors Genstar Capital and Oak Hill Capital. Over 300 Mercer employees will continue owning equity as part of the transaction.
Founded in 1985 in Colorado, USA, Mercer Advisors is the leading national fiduciary wealth-management firm, providing asset and wealth management services to family offices for UHNW families, offering a range of services in financial planning, investment management, insurance, company investment, foundations and many more. With over 900 employees, Mercer has seen a lot of growth in recent years.
“We are excited to welcome Altas Partners as a strategic investor,” said Dave Welling, Chief Executive Officer of Mercer Advisors. “We have had an outstanding partnership with Genstar and Oak Hill for many years and chose Altas as our newest strategic investor because they believe in our mission, purpose, and strategy and are committed to support continued investment in capabilities that will allow us to enhance the way we serve our clients.” – MergerMarket
John Greenland, Mike Sirkin, Evan Alper and Barath Mahesh advised the management team on their transaction.
