Mercer Global Advisors Acquires D. Scott Neal, Inc.
April 1, 2025
Mercer Global Advisors, a Denver-based national RIA, has acquired D. Scott Neal, Inc., a Kentucky-based financial planning and investment management firm bringing over $300 million in AUM. The 10-person firm’s offices in the Lexington and Louisville areas become Mercer’s first partner presence in Kentucky; Houlihan Lokey advised D. Scott Neal on the transaction.
- Buyers
- Mercer Global Advisors, Inc.
- Targets
- D. Scott Neal, Inc.
- Industry
- Financial Services
- Location
- Kentucky, United States
- Transaction Type
- Buyout
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