{"id":21213,"date":"2024-01-04T13:56:55","date_gmt":"2024-01-04T13:56:55","guid":{"rendered":"https:\/\/www.thinkadvisor.com\/2024\/01\/04\/mercer-advisors-buys-colorado-wealth-firm\/"},"modified":"2024-01-04T13:56:55","modified_gmt":"2024-01-04T13:56:55","slug":"mercer-advisors-buys-colorado-wealth-firm","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2024\/01\/04\/mercer-advisors-buys-colorado-wealth-firm\/","title":{"rendered":"Mercer Advisors Buys Colorado Wealth Firm"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/858710852\/0\/thinkadvisor\/\"><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2023\/12\/Dave-Welling-2023_640x640.jpg\" class=\"media_thumbnail\"><\/a><\/div>\n<div><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2023\/12\/Dave-Welling-2023_640x640.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p><span>Mercer has roughly 80 locations nationwide and manages over $50 billion in client assets. It is majority owned by Oak Hill Capital, Genstar Capital and Altas Partners.&nbsp;<\/span><\/p>\n<p><span>TWM recently found itself \u201cat a crossroads of either building the infrastructure necessary to support further expansion, or, alternatively, joining a national firm that had already successfully crossed that Rubicon,\u201d according to Bandell.<\/span><\/p>\n<p><span>\u201cAfter conducting an extensive search with our investment banker Advisor Growth Strategies, we found our right partner after meeting with David Barton, \u2026 who heads up mergers and acquisitions for Mercer Advisors, and other Mercer Advisors personnel,\u201d he added.<\/span><\/p>\n<p><em>(Pictured: Dave Welling)<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mercer has roughly 80 locations nationwide and manages over $50 billion in client assets. It is majority owned by Oak Hill Capital, Genstar Capital and Altas Partners.&nbsp; TWM recently found itself \u201cat a crossroads&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":21214,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2024\/01\/mercer-advisors-buys-colorado-wealth-firm.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/21213"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=21213"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/21213\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/21214"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=21213"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=21213"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=21213"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}