Recent Wealth Management Acquisitions in Oklahoma
Acquisition Volume in Wealth Management in Oklahoma by Year
Last 5 years
Actual
Full-year estimate
-
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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