Berkshire Global Advisors acted as financial advisor to Regis Management Company, LLC
Seller Details:
Regis Management Company, LLC is an industry-leading wealth management firm focused on serving the complex needs of UHNW clients, multigenerational families, foundations and endowments. Regis serves clients nationwide and has offices in San Francisco and Menlo Park. Founded in 2000, Regis manages approximately $5 billion in AUM.
Buyer Details:
Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Headquartered in Denver, Mercer Advisors is one of the largest RIAs and financial planning firms in the U.S. with over $37 billion in client assets.
Transaction Summary:
Regis expands Mercer Advisors’ UHNW offerings and its Silicon Valley and San Francisco presence. Regis is a premier provider of alternative investment management and multigenerational wealth planning and will be able to leverage Mercer Advisors’ expansive array of in-house family office services, such as estate planning, tax consulting and return preparation, and trustee services. The business combination between Mercer Advisors and Regis presents a comprehensive wealth manager and multi-family office to those families, foundations and endowments in need of complex and on-demand financial care at the highest level.