Transactions
Theme
Advised Mercer Advisors on its sale of a majority stake to Lovell Minnick Partners, a private equity firm focused on the financial services industry. Mercer is the leading provider of financial planning, asset management, and practice management consulting services to dental and medical professionals. Mercer manages over $3.6 billion of client assets and provides consulting services to over 3,000 dental practitioners from its satellite offices across the US. This transaction will provide Mercer with the capital needed to expand its market share and to develop its client service offerings.