Mercer Advisors Acquires Waypoint Capital Advisors
November 12, 2024
Mercer Global Advisors (Mercer Advisors) has acquired Waypoint Capital Advisors, a Minneapolis-based investment advisory and financial planning firm that manages nearly $1 billion in client assets for ultra-high-net-worth families. The deal brings Waypoint's 12 professionals into Mercer and is intended to deepen Mercer’s multi-family office and UHNW capabilities while expanding its Minneapolis footprint.
- Buyers
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Targets
- Waypoint Capital Advisors
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Transaction Type
- Buyout
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