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Sunday, October 11, 2026The Morning Brief →Sign in
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The Mather Group

CHICAGO, IL
CRD: 156005
In network coverage since August 25, 2026 · 7 stories
$13.4BRegulatory AUMSEC Form ADV · Oct 10
186EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 29 – Oct 10
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
M&A · Oct 9Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock
RIA · Sep 23Choreo's AI bet is the Schwab pipe it will own
exit · Aug 25Vistria's Curi deal keeps employees on the cap table
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