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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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The Mather Group

CHICAGO, IL
CRD: 156005
In network coverage since August 25, 2026 · 6 stories
$13.4BRegulatory AUMSEC Form ADV · Oct 24
186EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 29 – Oct 24
Deal recordFull tracker →
Oct 8, 26Deal announcedLegacy Consulting Group · $0 — coverage
Oct 8, 26Deal announcedLegacy Consulting Group · $400M — coverage
Network coverage
Deals & PE

Mercer Advisors closes $1.9B refinancing led by Goldman Sachs

The oversubscribed syndicated loan, Mercer's first, includes a $340 million revolving credit facility and a projected $35 million to $40 million in interest savings next year.
The Close · Oct 9Former InvestCloud and Envestnet executives launch Singularity Financial Partners, an RIA operating company
Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples
M&A · Oct 9The Mather Group adds $400 million Plano advisory practice
RIA · Sep 23Choreo's AI bet is the Schwab pipe it will own
Succession & selling a firm · Aug 25Vistria's Curi deal keeps employees on the cap table
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