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PE-backed Mercer Advisors acquires Bivin

June 10, 2022 at 8:10 am

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Mercer Global Advisors (Mercer Advisors), a Registered Investment Adviser (RIA) owned jointly by Oak Hill Capital and Genstar Capital, has acquired Bivin and Associates, a wealth management firm headquartered in Oklahoma, with assets under management (AUM) of approximately $130 million.

Bivin was founded in 1994 by Wm Stan Bivin, CFP, President. Bivin’s entire team will also be joining Mercer Advisors.