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Moldenhauer & Associates

In network coverage since October 7, 2026 · 8 stories

4Deals on our tracker

Deal recordFull tracker →

Oct 7, 26Deal announcedMerit Financial Advisors · $1.1B — coverage

Oct 6, 26Deal closedMerit Financial Advisors · $1.1B — coverage

Sep 24, 26Deal closedMerit Financial Advisors · $1.1B

Sep 24, 26Deal closedMerit Financial Advisors · $1

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.

Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples

M&A · Oct 8Merit Financial Advisors buys $1.1B Moldenhauer & Associates in 12th deal of 2026

exit · Oct 8Merit Financial acquires $1.1B Orchard Park advisory practice

M&A · Oct 8Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets

Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody

M&A · Oct 7Merit Financial buys $1.1B Buffalo-area RIA, its 10th ex-Commonwealth practice

M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team

Moldenhauer & Associates

Mercer Advisors closes $1.9B refinancing led by Goldman Sachs

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