Gibraltar Capital Management Acquires Miller Equity Capital Advisors

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 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 Hart Capital Management

December 31, 2020

Financial Services

Mercer Global Advisors, a Denver-based national registered investment adviser, acquired Spokane-based wealth management firm Hart Capital Management, Inc., effective December 31, 2020. Hart's founder Craig W. Hart and a team of nine professionals (serving ~400 clients with ~$440M AUM) joined Mercer to gain scale, infrastructure and expanded service capabilities.

Merit Financial Advisors Acquires Global Wealth Advisors

August 18, 2025

Wealth Management

Merit Financial Advisors, an Atlanta-based wealth management firm, acquired Global Wealth Advisors, adding approximately $860 million in client assets and six office locations. The transaction, finalized Aug. 18, 2025, expands Merit's footprint in Texas and bolsters its national advisory team as GWA advisors join Merit.

Cinven and GIC to Acquire Miller

November 9, 2020

Financial Services

Cinven and GIC have agreed to acquire Miller, a London-headquartered specialist insurance and (re)insurance broker, from Miller’s partners and corporate member Willis Towers Watson. Miller employs more than 640 people across major insurance hubs, places about £2 billion of premiums annually, and the buyers plan to accelerate growth through independent ownership, organic expansion and selective bolt-on M&A.

CI Financial Acquires Majority Interest in RGT Wealth Advisors

November 24, 2020

Wealth Management

CI Financial Corp. will acquire a majority ownership stake in RGT Wealth Advisors, a Dallas-based registered investment advisor with approximately US$4.7 billion in client assets, in a deal to be paid in cash and CI shares. The transaction, expected to close in Q4 2020 subject to regulatory and stock exchange approvals, expands CI's U.S. wealth footprint (bringing U.S. wealth assets to ~US$21 billion) while RGT principals will retain a meaningful ownership stake.