Mercer Advisors Acquires Rowland Carmichael Advisors
December 31, 2020
Mercer Global Advisors (Mercer Advisors) has acquired Rowland Carmichael Advisors, Inc. (RCA), a Scottsdale-based wealth management and family office firm. The deal (closed Dec 31, 2020) brings RCA’s nine-person team and its retirement-plan capability into Mercer’s existing Scottsdale office to expand Mercer’s Arizona presence and augment its ERISA/retirement plan business.
- Targets
- Rowland Carmichael Advisors, Inc.
- Sellers
- Tim Rowland, David Carmichael, Other Rowland Carmichael Advisors shareholders
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Buyout
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