{"id":22761,"date":"2024-11-13T22:07:59","date_gmt":"2024-11-13T22:07:59","guid":{"rendered":"http:\/\/www.thinkadvisor.com\/2024\/11\/13\/mercer-adds-nearly-17b-in-assets-via-two-deals\/"},"modified":"2024-11-13T22:07:59","modified_gmt":"2024-11-13T22:07:59","slug":"mercer-adds-nearly-1-7b-in-assets-via-two-deals","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2024\/11\/13\/mercer-adds-nearly-1-7b-in-assets-via-two-deals\/","title":{"rendered":"Mercer Adds Nearly $1.7B in Assets via Two Deals"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/907845431\/0\/thinkadvisor.jpg\"><img decoding=\"async\" src=\"https:\/\/feeds.feedblitz.com\/-\/907845431\/0\/thinkadvisor.jpg\" class=\"media_thumbnail\"><\/a><\/div>\n<div><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2023\/11\/10_Puzzle_Merger_Acquisition_Adobe_640x640.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p><!----><!----> <\/p>\n<div data-v-58ebebf4 readability=\"43\">\n<p>Mercer Global Advisors has added nearly $1.7 billion in assets through two acquisitions announced this week.<\/p>\n<p>The RIA firm, which has $66 billion in client assets, has acquired Minneapolis-based investment advisory and financial planning firm Waypoint Capital Advisors and Fort Collins, Colorado-based RIA Chapel &amp; Collins.<\/p>\n<p>Waypoint manages nearly $1 billion in client assets for ultra-high-net-worth individuals and families. Chapel &amp; Collins manages about $675 million for over 500 clients and specializes in business owners, retirees and pre-retirees.<\/p>\n<p>\u201cWe were very impressed with the strength of Waypoint\u2019s client base and track record of growth. The like-minded approach to family office services was immediately apparent and will add depth to our existing offering,\u201d said Martine Lellis, Mercer principal, M&amp;A partner development.<\/p>\n<p>\u201cWaypoint is a terrific complement to Mercer Advisors and will deepen the depth and breadth of our teams focused on serving multi-family offices and ultra-high-net-worth families,\u201d Mercer CEO Dave Welling said.<\/p>\n<p>Chapel &amp; Collins serves high-net-worth investors, offering estate, charitable, tax, and giving and trust planning, as well as alternative investments. The deal expands Mercer\u2019s operations in and near its Denver headquarters.<\/p>\n<p><i>Credit: yudhistirama\/Adobe Stock<\/i><\/p>\n<\/p><\/div>\n<p> <!----><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mercer Global Advisors has added nearly $1.7 billion in assets through two acquisitions announced this week. The RIA firm, which has $66 billion in client assets, has acquired Minneapolis-based investment advisory and financial planning&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":22762,"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\/11\/mercer-adds-nearly-1-7b-in-assets-via-two-deals.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22761"}],"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=22761"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22761\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/22762"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=22761"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=22761"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=22761"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}