Mercer Advisors Acquires Singer Burke (SB Capital Management & Singer Burke Zimmer & Kogan)
October 10, 2025
Mercer Global Advisors, a national RIA, has acquired Singer Burke — two Los Angeles-based entities: SB Capital Management, Inc. (an RIA with ~$1.2 billion in client assets) and Singer Burke Zimmer & Kogan, LLP (accounting, tax and business management). The Singer Burke team will join Mercer’s Regis Group to expand Mercer’s ultra-high-net-worth and entertainment/creative professional specialty capabilities.
- Buyers
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Targets
- SB Capital Management, Inc., Singer Burke Zimmer & Kogan, LLP
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Mercer Advisors Acquires Singh Advisory, LLC
November 1, 2023
Financial Services
Mercer Global Advisors, Inc. (Mercer Advisors), a PE-backed national RIA headquartered in Denver, acquired Singh Advisory, LLC, a Denver-based wealth management firm led by Parshad K. Singh. Singh Advisory brings approximately $60 million of AUM and a small advisor team into Mercer as an add-on to expand Mercer's Colorado presence and advisor footprint.
-
Mercer Advisors Acquires Berkson Asset Management and Steven M. Berkson, CPA
June 8, 2022
Financial Services
Mercer Global Advisors, Inc. (Mercer Advisors) acquired Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation, expanding Mercer's presence in California. Berkson — a Woodland Hills-based wealth management, tax and accounting practice managing roughly $185 million AUM for about 100 clients — will join Mercer's Woodland Hills location with the entire Berkson team.
-
Mercer Advisors Acquires Quest Capital Management, Inc.
September 29, 2021
Wealth Management
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Quest Capital Management, Inc., a Dallas-based wealth management firm with approximately $1.5 billion in AUM serving about 660 clients. The six Quest shareholders and seventeen staff members will join Mercer as the firm expands its Texas footprint and access to Mercer’s family office, tax and back-office capabilities.
-
Mercer Global Advisors Acquires Kingfisher Capital
October 24, 2023
Financial Services
Mercer Global Advisors acquired Kingfisher Capital, LLC, a Charlotte-based wealth management and family office-style advisory firm that manages roughly $630 million in client assets across about 210 clients. The deal expands Mercer's presence in the South/Southeast and brings Kingfisher's founders and team into Mercer’s national RIA platform, which is majority-owned by Oak Hill Capital and Genstar Capital.
-
Mercer Advisors Acquires Kiely Wealth Advisory Group
October 1, 2024
Financial Services
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Kiely Wealth Advisory Group (KWAG), a North Carolina-based registered investment adviser with $523 million in assets under management and 530+ clients. The deal expands Mercer’s presence in North Carolina and gives KWAG clients access to Mercer’s broader suite of wealth, estate, tax and insurance planning services. Cambridge International Partners served as exclusive financial advisor to KWAG.
-
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.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.