March 26, 2015

Willkie client Genstar Capital announces agreement to acquire majority interest in leading registered investment advisor. 

On March 25, Willkie client Genstar Capital announced it had signed a definitive agreement to partner with management to acquire a majority interest in Mercer Advisors from Lovell Minnick Partners. The transaction is expected to be completed in the second quarter of 2015.

Genstar Capital is a leading middle market private equity firm based in San Francisco. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the United States with nearly $6 billion in assets under management and more than 4,300 clients.

The Willkie deal team was led by partner Jeffrey Poss and included partners Jeffrey Goldfarb, Jordan Messinger and Christopher Peters, and associates Manuel Miranda and Abby Branigan.