Wealth Management Acquisitions in Oklahoma

Showing 1 transactions.

  • Mercer Advisors Acquires Bivin and Associates, Inc.
    June 9, 2022
    Buyer
    Mercer Global Advisors, Inc. (Mercer Advisors)
    Target
    Bivin and Associates, Inc.
    Seller
    Wm. Stan Bivin
    Industry
    Wealth Management
    Location
    Oklahoma, United States
    Type
    Buyout

    Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Bivin and Associates, Inc., a Ponca City, Oklahoma wealth management firm with approximately $130 million in AUM. The entire Bivin team will join Mercer, expanding Mercer's Midwest presence and adding local advisory capabilities while providing Bivin clients access to Mercer’s broader back-office, estate planning and tax services.

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