On October 7, 2025, Mercer Global Advisors announced its acquisitions of Seward & Kissel clients Singer Burke Zimmer & Kogan and Singer Burke Capital Management.
Mercer Global Advisors (“Mercer”) announced, on October 7, 2025, its acquisitions of Seward & Kissel clients Singer Burke Zimmer & Kogan (“SBZK”) and Singer Burke Capital Management (“SBCM” and, together with SBZK “Singer Burke”). Under the terms of the transactions, Singer Burke brings more than 60 professionals to Mercer. Further terms of the deal were not disclosed.
Mercer, based in Denver, is a registered investment advisor that provides fee-based investment management, financial planning, family office, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer has more than $80 billion in assets under management.
SBCM, based in Encino, California, is a registered investment advisor offering wealth management, tax, and business management services. SBCM has approximately $1.2 billion in assets under management.
SBZK, based in Encino, California, is an accounting firm offering accounting, tax, business management and financial consulting services.
Dalphia Partners served as the exclusive financial advisor to Singer Burke on the transaction and a Seward & Kissel team led by partners Danielle Lemberg, Jim Abbott and Craig Sklar provided legal advice to Singer Burke.
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