Home Wealth Management Mercer Advisors Acquires Regis Administration Firm

Mercer Advisors Acquires Regis Administration Firm

Mercer Advisors Acquires Regis Administration Firm


Mercer Advisors introduced the acquisition of Regis Administration Firm on Thursday, a $5 billion registered funding advisor with places of work in San Francisco and Menlo Park, Calif.

Co-founded by Managing Associate Robert Burlinson in 2000, Regis is concentrated on serving to ultra-high-net-worth purchasers navigate multigenerational wealth, funding, taxes and philanthropic giving. President Peter Gifford, Chief Working Officer Steven Go, and companions Stephen Donahue and Matthew Krensky full the agency’s management staff.

Regis has roughly $5 billion in belongings underneath administration and advisement, in line with Thursday’s announcement. As a supplier of bespoke funding administration options and multigenerational wealth planning, the agency will leverage Mercer’s in-house household workplace providers, akin to property planning, trustee providers, and tax consulting and preparation.

“Now we have constructed a enterprise designed to service our purchasers’ wants via a number of generations,” stated Burlinson. “Partnering with Mercer Advisors will enable us to draw, practice, and retain world class expertise to make sure greatest in school service past our lifetimes. Now we have a fiduciary obligation to make sure the continued and uninterrupted care of our purchasers, and in fulfilling that obligation of care, we looked for the perfect accomplice for us and our purchasers that will guarantee our boutique, white glove strategy to shopper care is sustained for generations to come back.”

“The Regis staff is also thrilled concerning the operational assist, infrastructure, and assets {that a} scaled, nationwide agency like Mercer Advisors can present as we develop,” stated Gifford.

“Regis has constructed an trade main, UHNW service providing that we believed not solely enhances our service mannequin, however certainly may function as a top-tier resolution set for purchasers with multigenerational wealth, the advanced points and desires this distinctive group experiences and the experience they demand,” stated Dave Barton, who heads up M&A for Mercer. “We felt this enterprise mixture was a one plus one equaled 4 or 5, a completely synergized end result from prime to backside with better of breed service options for each shopper phase.”

Based in 1985, Denver-based Mercer now has added 70 companies. Majority investments by personal fairness companies Oak Hill Capital, in 2019, and Genstar Capital, in 2015, fueled the agency’s speedy development and supported the addition of 16 new companies in 2022, with roughly $11.6 billion in collective belongings. It’s among the many fastest-growing RIAs within the nation, with greater than 800 workers and 90 places of work overseeing round $37 billion in shopper belongings as of the tip of the third quarter.

Berkshire World Advisors, an funding financial institution targeted on serving RIAs, suggested Regis on the transaction. Authorized illustration was offered by Alston & Chicken.   



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