Mercer Advisors Acquires Convergent Wealth Management, LLC
March 31, 2022
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Convergent Wealth Management, LLC, a Chesterfield, Missouri-based wealth management firm with approximately $130 million in AUM. The deal brings Convergent's entire team into Mercer as part of Mercer’s strategy to expand its Central U.S. presence and provide succession options for Convergent's founders.
- Targets
- Convergent Wealth Management, LLC
- Sellers
- John P. Stobbs, Jeannie Seabaugh
- Industry
- Financial Services
- Location
- Missouri, United States
- Transaction Type
- Buyout
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