On October 17, 2023, Mercer Global Advisors, Inc. announced the acquisition of Kingfisher Capital, LLC.
Under the terms of the agreement, Mercer Global Advisors, Inc. (“Mercer”), has acquired Kingfisher Capital, LLC (“Kingfisher”). Financial terms were not disclosed.
Mercer, based in Denver, is a registered investment advisor that provides investment management and financial planning services. Mercer has $52 billion assets under management.
Kingfisher, based in Charlotte, North Carolina, is a registered investment advisor that provides estate planning, consulting, and wealth and investment management services. Kingfisher has approximately $630 million in client assets under management. InCap Group served as financial advisor and investment banker to Kingfisher on the transaction.
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