Mercer Advisors Strengthens M&A Strategy with Ted Motheral Appointment
Portfolio - People | Mar 04, 2025 | EIN
Mercer Advisors, a leading firm in the Registered Investment Advisor (RIA) industry, has appointed Ted Motheral to co-lead its mergers and acquisitions (M&A) strategy. With this strategic hiring, the firm aims to expand its network of RIA partners by acquiring firms aligned with its client-centered approach. Motheral, a seasoned M&A attorney, joins Martine Lellis in the M&A leadership team. The firm, which manages $70 billion in client assets, has been an active participant in the booming RIA M&A sector, ranking as the fifth most active player on Echelon's leaderboard. Recent acquisitions include several firms managing substantial assets, demonstrating Mercer Advisors' commitment to growth. This new appointment highlights the firm's continuous efforts to enhance its capacity for engaging with potential partners seeking strategic transition support.
Sectors
- Financial Services
- Mergers & Acquisitions
- Wealth Management
Geography
- United States – Mercer Advisors and its M&A activities primarily operate within the United States, highlighted by recent acquisitions of U.S.-based firms.
Industry
- Financial Services – The article discusses Mercer Advisors, a major player in the Registered Investment Advisor (RIA) space, which is part of the financial services industry.
- Mergers & Acquisitions – The focus on Mercer Advisors expanding its M&A strategy and the mention of numerous recent acquisitions highlight the relevance of the M&A sector.
- Wealth Management – Mercer Advisors operates in the wealth management sector, building its network by integrating other RIAs.
Financials
- $70 billion – The total client assets managed by Mercer Advisors.
- $523 million – Assets managed by Kiely Wealth Advisory Group, acquired by Mercer Advisors.
- $440 million – Assets managed by Kades & Cheifetz, acquired by Mercer Advisors.
- $675 million – Assets overseen by Chapel & Collins, acquired by Mercer Advisors.
- Close to $1 billion – Assets managed by Waypoint Capital Advisors, acquired by Mercer Advisors.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Mercer Advisors | Target Company | Company | A leading Registered Investment Advisor managing $70 billion in assets, focused on mergers and acquisitions. |
| Ted Motheral | Person | People | Recently appointed as principal, M&A partner development at Mercer Advisors, an experienced M&A attorney. |
| Martine Lellis | Person | People | Co-leader of M&A strategy at Mercer Advisors since May last year. |
| Devoe & Co. | Other Company | Company | Provided statistics on RIA industry consolidation. |
| Echelon | Other Company | Company | Published a report detailing RIA M&A deal activity, ranking Mercer Advisors. |
| Potomac Law Group | Former Employer | Company | Ted Motheral's previous employer, where he was a corporate and M&A partner. |
| Kiely Wealth Advisory Group | Acquired Company | Company | A North Carolina-based RIA managing $523 million, recently acquired by Mercer Advisors. |
| Kades & Cheifetz | Acquired Company | Company | A Pennsylvania firm managing $440 million, recently acquired by Mercer Advisors. |
| Chapel & Collins | Acquired Company | Company | A Fort Collins, Colorado-based firm overseeing $675 million, acquired by Mercer Advisors. |
| Waypoint Capital Advisors | Acquired Company | Company | A Minneapolis-based firm managing close to $1 billion, recently acquired by Mercer Advisors. |