Oak Hill Capital Acquires Equity Stake in Mercer Advisors (Recapitalization)

Altas Partners Joins Genstar and Oak Hill as Strategic Investor in Mercer Advisors

June 6, 2023

Wealth Management

Altas Partners has made an equity investment in Mercer Advisors, joining existing strategic investors Genstar Capital and Oak Hill Capital alongside employee-owners. The investment will support Mercer Advisors' continued growth and capability expansion across its national RIA platform headquartered in Denver.

Mercer Global Advisors Acquires West Oak Capital

September 2, 2025

Wealth Management

Mercer Global Advisors, a national RIA headquartered in Denver, acquired West Oak Capital, an Eagle, Idaho-based wealth advisory firm managing approximately $500 million in client assets. The deal expands Mercer’s presence in Idaho and Southern California and brings West Oak’s team and multigenerational family-office capabilities onto Mercer’s platform.

Oak Hill Capital Joins Warburg Pincus in Recapitalization of Kestra Holdings

September 30, 2022

Financial Services

Kestra Holdings, an Austin-based wealth management platform, completed a recapitalization in which Oak Hill Capital acquired the minority equity position previously held by funds managed by Stone Point Capital, while Warburg Pincus remains the majority investor. The transaction brings a new private capital partner to support Kestra’s continued scaling, platform investments and capability expansion across its wealth management businesses.

Mercer Global Advisors Acquires Miller Advisors, Inc.

September 27, 2021

Wealth Management

Mercer Global Advisors, a Denver-based RIA majority owned by Oak Hill Capital and Genstar Capital, has acquired Miller Advisors, Inc., a Kirkland, Washington wealth management firm with approximately $240 million AUM serving ~200 clients. The acquisition expands Mercer’s Pacific Northwest presence and supports succession and career development for Miller’s founders and team, who will join Mercer.

Mercer Advisors Acquires Starks Financial Group, Inc.

July 6, 2022

Financial Services

Mercer Global Advisors (Mercer Advisors), a Denver-based national RIA majority owned by Oak Hill Capital and Genstar Capital, has acquired Starks Financial Group, a women-founded financial planning and wealth management firm in Asheville, North Carolina with approximately $250 million AUM. The deal expands Mercer’s Southeast presence, adds talent and client relationships, and provides a succession path for Starks’ founders.

Mercer Global Advisors Acquires Paragon Wealth Strategies, LLC

December 5, 2023

Wealth Management

Mercer Global Advisors, a national RIA backed by Oak Hill Capital and Genstar Capital, has acquired Paragon Wealth Strategies, a Jacksonville-based wealth management firm managing approximately $495 million in AUM and serving over 400 clients. The deal expands Mercer’s footprint and capabilities in Florida and brings Paragon’s partners and advisory team into Mercer’s national platform.