Mercer Global Advisors Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Mercer Global Advisors Inc. - overview
Established
1985
Location
Denver, CO, US
Primary Industry
Financial Services
About
Based in Colorado, US, and founded in 1985, Mercer Global Advisors Inc. operates as an investment adviser that offers wealth management services. Established by Kendrick Mercer, he first started the firm as a law practice focusing on estate planning for professionals and families and later turned it into a planning-focused independent registered investment advisory business. In November 2025, Mercer Global Advisors Inc.
, a portfolio company of Oak Hill Capital, Genstar Capital, Harvest Partners, and Altas Partners, acquired Thompson Advisory Services, LLC. As a full-service wealth management firm, Mercer Global Advisors Inc. offers investment management, tax planning and preparation, corporate trustee services, estate planning, and insurance solutions. The company generates revenue by designing wealth management advice, services, and partnerships to move in sync with clients' unique financial objectives.
Following the acquisition of Thompson Advisory Services in November 2025, Mercer Global Advisors Inc. strengthens its presence in the Pacific Northwest.
Current Investors
Lovell Minnick Partners, Altas, Genstar Capital Partners
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Investment Banking
Website
www.merceradvisors.com/
Verticals
FinTech
Company Stage
Mature
Total Amount Raised
Subscriber access only
Mercer Global Advisors Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Charter Oak Capital Management, LLC | - | ||||||||
| Add-on | Completed | Poterack Capital Advisory | - | ||||||||
| Add-on | Completed | Glass Jacobson Investment Advisors LLC | - | ||||||||
| Add-on | Completed | Thompson Advisory Services, LLC | - | ||||||||
| Add-on | Completed | McConnell Financial Advisors | - |
Displaying 1 - 5 of 108
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.