Mercer Global Advisors Acquires M.J. Smith

July 29, 2020

On July 8, 2020, Mercer Global Advisors Inc. announced its acquisition of M.J. Smith and Associates, Inc.

Under the terms of the deal, Mercer Global Advisors Inc. (“Mercer”) will purchase M.J. Smith and Associates, Inc. (“M.J. Smith”). M.J. Smith’s founder, Mark Smith, and its 11 employees will join Mercer. Further terms of the deal were not disclosed.

Mercer, based in Colorado, is a national registered investment adviser, focusing on financial planning, investment management, estate planning, tax planning, and corporate trustee services.

M.J. Smith, based in Colorado, is a wealth management firm, specializing in financial planning and wealth management for high net worth individuals. As of July 8, 2020, M.J. Smith had approximately $910 million of assets under management.

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Investment Manager M&A, Transactions