Segal Marco Advisors Acquires Milliman's San Francisco Investment Consulting Practice

Mercer Advisors Acquires Sanford Advisory Services, LLC

May 4, 2022

Wealth Management

Mercer Global Advisors, Inc. has acquired Sanford Advisory Services, LLC, a Portage, Michigan-based wealth management firm managing approximately $1.1 billion in AUM/A and serving about 1,100 clients. The Sanford team of ten professionals, including founders Todd Sanford, Scott Williams and Brent Kerstetter, will join Mercer as the firm expands its Central U.S. presence.

Milliman Acquires McHugh Consulting Resources

March 8, 2021

Professional Services

Milliman, Inc. has acquired McHugh Consulting Resources, Inc., a provider of outsourced insurance compliance and regulatory services, strengthening Milliman's life and health insurance compliance capabilities. The deal integrates McHugh's compliance team into Milliman's consulting platform to expand regulatory, filings and product-compliance support for insurer clients (no financial terms disclosed).

SS&C Technologies Acquires Millennium Consulting Services and Millennium Seminar Services

December 16, 2020

Consulting

SS&C Technologies has agreed to acquire Raleigh, North Carolina-based Millennium Consulting Services and Millennium Seminar Services to expand its insurance-focused consulting and training offerings. The deal adds 13 employees and brings regulatory consulting, statutory outsourcing and insurance accounting training capabilities into SS&C's insurance services lineup.

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.

Milliman Acquires MorVest Capital

December 8, 2025

Financial Services

Milliman, a global actuarial and consulting firm, has acquired MorVest Capital, a Dallas-based provider of mortgage servicing rights (MSR) analytics, valuation, and advisory services. The deal expands Milliman’s mortgage analytics, MSR valuation, financing and hedging capabilities to better serve lenders, servicers and capital providers.

Marcus & Millichap Acquires Mission Capital

October 19, 2020

Real Estate

Marcus & Millichap, Inc. has entered into a definitive agreement to acquire Mission Capital, a national real estate capital markets advisory firm, in a deal expected to close in the fourth quarter. The acquisition brings roughly 40 capital markets professionals and expands Marcus & Millichap Capital Corporation's loan sale, debt and equity placement, and consulting capabilities.