Berger Financial Group Acquires Dane Holdings, Inc.

Berger Financial Group Acquires Robert Gordon & Associates, Inc.

February 14, 2024

Wealth Management

Minneapolis-based Berger Financial Group has acquired Springfield, Illinois–based Robert Gordon & Associates, Inc., adding the firm's investment management and strategic wealth planning capabilities to Berger's platform and bringing Berger's total client assets under management to $2 billion. The acquired team joined Berger under an Employee Stock Ownership Plan (ESOP); the deal is described as Berger's largest acquisition to date.

Mercer Advisors Acquires Sanford Advisory Services, LLC

May 4, 2022

Wealth Management

Mercer Global Advisors, Inc. has acquired Sanford Advisory Services, LLC, a Portage, Michigan-based wealth management firm managing approximately $1.1 billion in AUM/A and serving about 1,100 clients. The Sanford team of ten professionals, including founders Todd Sanford, Scott Williams and Brent Kerstetter, will join Mercer as the firm expands its Central U.S. presence.

Mercer Advisors Acquires Berkson Asset Management and Steven M. Berkson, CPA

June 8, 2022

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation, expanding Mercer's presence in California. Berkson — a Woodland Hills-based wealth management, tax and accounting practice managing roughly $185 million AUM for about 100 clients — will join Mercer's Woodland Hills location with the entire Berkson team.

Mercer Advisors Acquires Frango Financial

December 4, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Frango Financial, a two-person RIA that manages approximately $110 million in client assets. The deal brings an all-woman advisory team into Mercer’s national RIA platform to bolster its presence in the Washington, D.C. and Charleston metro areas and expand its women-focused financial planning capabilities.

Doeren Mayhew Acquires Benoit & Associates, CPAs

June 9, 2025

Accounting & Tax

Doeren Mayhew, a national assurance, tax and advisory firm, has acquired Grand Rapids-based Benoit & Associates, CPAs, effective June 1, 2025. The deal deepens Doeren Mayhew's tax capabilities and expands its presence in West Michigan; Maurice Benoit joined Doeren Mayhew as a principal and relocated with his staff to the firm's downtown Grand Rapids office.

Mercer Global Advisors Acquires D. Scott Neal, Inc.

April 1, 2025

Financial Services

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.