Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA by Barron's, it offers a flexible, national workplace where over half of employees are women.
Participate in pre-LOI diligence, providing a formal assessment and "vote" on fit.
Build the first draft of the firm-specific success plan before close, including the value creation framework.
Own the post-close value creation plan for each assigned firm: repricing, organic growth initiatives, capability adoption, and synergy capture tied to deal terms.