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Mercer Advisors

In network coverage since October 8, 2026 · 16+ stories

Network coverage

M&A

Deal lawyer Corey Kupfer predicts an RIA IPO within two years

Mercer Advisors refinanced $1.9 billion of private debt and Beacon Pointe closed a $1.2 billion raise, capital Kupfer links to the push toward a listing.

exit · Oct 20DeVoe: RIA deal volume down 17% as broker-dealers enter M&A

RIA · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing

portfolio · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing

practice · Oct 19ShinyHunters claimed client data theft at Mercer and Beacon Pointe

advisor_note · Oct 17Mercer Advisors: roughly half of H1 2026 net new assets came from custodian referrals

The Close · Oct 16S&P: Custodian referrals supplied about half of Mercer's first-half net new assets

practice · Oct 16Mercer got roughly half of H1 2026 net new assets from custodian referrals

RIA · Oct 16S&P: Mercer got roughly half of first-half 2026 net new assets from custodian referrals

exit · Oct 16RIA deal count falls 17% as $5B sellers set record, DeVoe says

exit · Oct 15Mercer Advisors refinances $1.9 billion in first broadly syndicated loan

M&A · Oct 15Mercer Advisors refinances $1.9B into first syndicated loan

M&A · Oct 15Mercer Advisors closes $1.9B refinancing, its first syndicated loan

Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs

Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples

Deals & PE · Oct 8Mercer Advisors closes $1.9B debt refinancing led by Goldman Sachs, its first syndicated loan

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