Mercer Advisors, Inc. (“Mercer Advisors”), a national wealth management and financial planning firm, today announced it has completed a refinancing of its existing debt through a new syndicated term loan B facility with a seven-year maturity and a substantially larger revolving credit facility with a five-year maturity. The transaction, which was meaningfully oversubscribed, marks Mercer Advisors’ entry into the broadly syndicated loan market.

The new term loan facility replaces Mercer Advisors’ existing private debt financing with a lower-cost structure, extends the firm’s debt maturity profile and expands its lender group to a broad, syndicated set of lenders including prominent institutional investors. The new revolving credit facility provides substantial liquidity to support Mercer Advisors’ continued investments in its clients, people, and platform.

The refinancing follows a period of strong momentum for Mercer Advisors, including surpassing $110 billion in assets entrusted by clients, achieving double-digit organic growth excluding market for two years in a row, hiring wealth advisors and client-facing team members at an expeditious pace, and adding a record number of M&A partners over the past 18 months. This strong financial profile enabled the firm to access the syndicated market and attract significant demand from institutional investors.

“Tapping the syndicated loan market for the first time is a milestone for our firm, and the reception we received from institutional investors speaks to the strength of the business we’ve built,” said Gün Keresteci, Chief Financial Officer of Mercer Advisors. “This structure gives us meaningfully lower financing costs and a broader, more diversified investor base. It will unlock even greater capacity to invest in services for our clients and continue strengthening the platform as we scale.”

“This successful transaction is a direct result of the growth we’ve delivered, the discipline we’ve shown in building new client relationships and integrating clients of partner firms, and our strong commitment to serving our clients, team members, and shareholders.,” said Dave Welling, Chief Executive Officer of Mercer Advisors. “This transaction puts us in an even stronger position to keep building a firm where clients can benefit from the full strength of our platform and advisors can do the best work of their careers.”

Mercer Advisors has expanded through a combination of high-quality client service, new client organic growth, and acquisitions of like-minded advisory firms. The combination of organic and inorganic growth reinforces one another as both new clients and new partner firms gain access to the company’s national platform, specialized teams, technology and client development resources. Mercer Advisors continues to add advisors, teams and clients nationally through both direct hiring and strategic acquisitions.

Goldman Sachs Bank USA, BMO Capital Markets Corp., JPMorgan Chase Bank, N.A., RBC Capital Markets, UBS Securities LLC, Barclays Bank PLC, KeyBanc Capital Markets Inc., Morgan Stanley Senior Funding, Inc., MUFG Bank, Ltd., The Bank of Nova Scotia and TD Securities (USA) LLC acted as Joint Lead Arrangers and Joint Lead Bookrunners on the transaction. Goldman Sachs Bank USA acted as Lead Left Arranger and Administrative Agent. JPMorgan Chase Bank and BMO Capital Markets Corp. acted as Syndication Agent and Documentation Agent respectively.

About Mercer Advisors

Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for the last three years by Barron’s Top 100 Registered Investment Advisor Firms rankings. It is also distinguished as the Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side. Founded in 1985, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Altas Partners, Oak Hill Capital, Genstar Capital and GIC. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has 1,730+ employees, and operates nationally through more than 110 locations. Mercer Global Advisors has $111 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com/.

Important Information

Company statistics as of July 31, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.

2026, 2025 and 2024 – Barron’s Top 100 RIA methodology

Mercer Global Advisors, Inc. was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then Barron’s applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. The rankings are awarded each September based on prior 12-month data through June 30th. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s for logo licensing.

2026 Wall Street Journal Buy Side – Best Overall Firm for High-Net-Worth Investors

Buy Side analyzed some of the largest and best-known independent registered investment adviser (RIA) firms and scored those firms based on their fees, advisor credentials, customer support, available services, portfolio construction and account minimum. These factors were weighted based on WSJ reader surveys regarding what they considered most important when choosing an advisor. Prioritized, were firms that have a client base of 50% or more HNWIs according to their most recent Form ADV filing. To be considered a top financial advisor for high-net-worth individuals, a firm has to offer comprehensive wealth management services. Firms were rated on a scale of 1 to 5 stars using a weighted scoring model out of 100 possible points. A 5-star rating represents top performance relative to the field, rather than a requirement to achieve a theoretical perfect score of 100.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

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