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Mercer has roughly 80 places nationwide and manages over $50 billion in consumer property. It’s majority owned by Oak Hill Capital, Genstar Capital and Altas Companions.
TWM not too long ago discovered itself “at a crossroads of both constructing the infrastructure essential to help additional growth, or, alternatively, becoming a member of a nationwide agency that had already efficiently crossed that Rubicon,” in response to Bandell.
“After conducting an intensive search with our funding banker Advisor Progress Methods, we discovered our proper companion after assembly with David Barton, … who heads up mergers and acquisitions for Mercer Advisors, and different Mercer Advisors personnel,” he added.
(Pictured: Dave Welling)
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