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Mercer CEO Dave Welling

Industry Spotlight > Mergers and Acquisitions

Mercer Buys $5B RIA in Silicon Valley

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Mercer Advisors says it is buying Regis Management Co., an RIA firm that works with ultra-high net worth clients, families, foundations and endowments in the San Francisco Bay Area and has about $5 billion in client assets.

“The business combination between Mercer Advisors and Regis is industry transforming as we integrate the power of the Mercer Advisors platform which includes our best people, process, and technology with the Regis team’s best ideas, people, and UHNW solutions,” according to Mercer Advisors CEO Dave Welling.

Denver-based Mercer Advisors, the parent company of $37 billion RIA Mercer Global Advisors, is majority owned by Oak Hill Capital and Genstar Capital; it opened in 1986. 

“Regis has built an industry leading, UHNW service offering that we believed not only complemented our service model, but indeed could operate as a top-tier solution set for clients with multigenerational wealth,” said David Barton, Mercer Advisors vice chairman and head of M&A, in a statement. 

Regis Management was co-founded in 2000 by Managing Partner Robert Burlinson in Menlo Park, California. Its services include alternative investment management and multigenerational wealth planning. 

“We have built a business designed to service our clients’ needs through multiple generations,” Burlinson said in a statement. “Partnering with Mercer Advisors will allow us to attract, train, and retain world class talent to ensure best in class service beyond our lifetimes.”

According to Regis Management President and Partner Peter Gifford: “When we met David Barton … we knew we had found the right partner for us and our clients. David was the founder of Mercer Advisors’ family office business model, and his vision of serving all the financial needs of clients and doing so at the highest level with subject matter experts, mirrored our vision of high-quality client care.”

(Shown in image: Mercer CEO Dave Welling)


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