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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Oak Hill Capital

In network coverage since August 18, 2026 · 7 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 16, 26Deal closedMercer · Goldman Sachs · $1.6B — coverage
Network coverage
Deals & PE

Mercer Advisors refinances $1.9 billion debt in first syndicated loan

The Goldman Sachs-led raise was oversubscribed and added a $340 million revolving credit facility, with the firm projecting $35 million to $40 million in interest savings next year.
Deals & PE · Sep 18Mercer cuts debt cost 175 basis points and arms for more buying
M&A · Aug 25Mercer buys a Columbus RIA to fill out its Ohio Valley grid
Practice management · Aug 19Kestra puts a product executive in charge of wealth management
Succession & selling a firm · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit
Moves · Aug 19Kestra hires BlackRock's Kelly Apple to lead wealth management
M&A · Aug 18Carlyle-backed MAI buys two RIAs and enters Atlanta
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