On April 1, 2025, Mercer Global Advisors announced the acquisition of Vishria Bird Financial Group.
Mercer Global Advisors, Inc. (“Mercer”) announced, on April 1, 2025, that it acquired Vishria Bird Financial Group, LLC (“Vishria Bird”). Vishria Bird will continue to be led by co-founders Harish Vishria, CFP, APMA, MSM and Robert Bird, CFP. Further terms of the transaction were not disclosed.
Mercer, based in Denver, is a registered investment advisor that provides fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. As of January 2025, Mercer had approximately $71 billion in assets under management.
Vishria Bird, based in Memphis, Tennessee, is a registered investment advisor specializing in estate, tax, insurance and investment strategies. As of January 2025, Vishria Bird had approximately $583 million in assets under management. Houlihan Lokey acted as the exclusive financial advisor to Vishria Bird in this transaction.
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