Tracked deals
7
7 tracked deals across 2019-2025.
Operating Company
Financial Services
First Mercantile Trust Company
Cordova, Tennessee, United States
Retirement plan recordkeeping and trust/custodial services provider serving financial intermediaries and plan sponsors, including collective investment trust (CIT) recordkeeping (EdgeCo subsidiary).
- Focus Areas
- Retirement plan recordkeeping, Trust and custodial services, Collective investment trust (CIT) recordkeeping
- Website
- firstmercantiletrust.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Addon
4 addon · 2 buyout · 1 divestiture
First Mercantile Trust Company Acquisition Volume by Year
Last 6 years
Supporting Data
Recent Transactions
-
August 4, 2025
- Buyer
- EdgeCo Holdings LP, AmericanTCS Holdings, LLC (AmericanTCS)
- Target
- Axios Advisory Group, Ltd.
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
EdgeCo Holdings LP has completed the acquisition of Axios Advisory Group, Ltd., integrating Axios's American Pension Benefit retirement plan administration and Axios Wealth Management advisory services into its AmericanTCS business unit. The deal expands AmericanTCS's administration, recordkeeping and wealth capabilities as part of EdgeCo's ongoing roll-up strategy in the small- and mid-sized retirement plan market.
-
June 9, 2025
- Buyer
- EdgeCo Holdings LP, AmericanTCS Holdings, LLC (AmericanTCS / PensionPro)
- Target
- ERISApedia
- Seller
- Tim McCutcheon
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Addon
EdgeCo Holdings LP has acquired ERISApedia and will integrate its products into the AmericanTCS PensionPro business unit to expand compliance and prospecting capabilities for plan sponsors, TPAs and retirement advisors. The deal, which involves ERISApedia owner Tim McCutcheon, furthers EdgeCo/AmericanTCS's strategy of expanding its retirement services offering.
-
February 27, 2023
- Buyer
- EdgeCo Holdings LP, AmericanTCS (business unit of EdgeCo Holdings)
- Target
- Touchstone Retirement Group, LLC (including TRG Fiduciary Services and TRG Administrative Services)
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Addon
EdgeCo Holdings LP has entered into a definitive agreement to bring Touchstone Retirement Group, LLC (including TRG Fiduciary Services and TRG Administrative Services) into its AmericanTCS outsourcing business unit. The acquisition expands AmericanTCS's retirement outsourcing, fiduciary and administrative capabilities for small- and mid-sized retirement plans and integrates TRG's client base and operations into EdgeCo's existing custody and retirement services platform.
-
April 4, 2022
- Buyer
- EdgeCo Holdings LP
- Target
- VMS Hub
- Seller
- Financeware, NewSpring Holdings
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Divestiture
EdgeCo Holdings LP has acquired VMS Hub, the NSCC trading workflow automation solution, from Financeware (a NewSpring Holdings platform company). The acquisition transfers the VMS Hub team to EdgeCo and expands EdgeCo's Trust and Retirement Services technology offerings to better serve recordkeepers, custodians and retirement plans.
-
June 24, 2021
- Buyer
- American Trust Company, EdgeCo Holdings
- Target
- LT Trust Company
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
American Trust Company, a retirement solutions provider for small- and mid-sized plan sponsors, has signed a definitive agreement to acquire LT Trust Company, a Denver-based national retirement plan provider and recordkeeper. The deal is subject to customary regulatory approvals and is intended to expand American Trust’s institutional outsourcing capabilities, add talent and technology, and increase its presence in the Midwest and Western U.S.
-
November 16, 2020
- Buyer
- EdgeCo Holdings, L.P.
- Target
- Goss Advisors (GWM Advisors LLC)
- Industry
- Wealth Management
- Location
- Louisiana, United States
- Type
- Addon
EdgeCo Holdings, L.P. has entered into an agreement to bring New Orleans-based Goss Advisors (GWM Advisors LLC) into its wealth division, which includes the wealth management operations of Mid Atlantic Capital Group. The transaction, which will join Goss Advisors' ~100 independent-advisor platform and ~$8 billion in brokerage and advisory assets to EdgeCo, is expected to close before year-end and will retain Goss Advisors' executives and employees.
-
February 11, 2019
- Buyer
- First Mercantile Trust Company, EdgeCo Holdings, Inc.
- Target
- American Trust Retirement
- Seller
- American Trust & Savings Bank
- Industry
- Financial Services
- Location
- Iowa, United States
- Type
- Buyout
First Mercantile Trust Company, a subsidiary of EdgeCo Holdings, has completed the acquisition of American Trust Retirement from American Trust & Savings Bank. The deal brings ATR's recordkeeping, collective investment trust, and discretionary trustee capabilities into EdgeCo's retirement platform to expand national coverage, capabilities, and service offerings for financial intermediaries and small- to mid-market plan sponsors.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
6 tracked deals by First Mercantile Trust Company.
Wealth Management Buyers & Acquisitions
1 tracked deal by First Mercantile Trust Company.
Acquisitions in Pennsylvania
2 tracked deals by First Mercantile Trust Company.
Acquisitions in Georgia
1 tracked deal by First Mercantile Trust Company.
Acquisitions in Iowa
1 tracked deal by First Mercantile Trust Company.
Acquisitions in Louisiana
1 tracked deal by First Mercantile Trust Company.
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