Republic Capital Group Advises Mercer Advisors on its Acquisition of Beach Freeman Lim & Cleland

Republic Capital Group (“Republic”), a leading investment bank specializing in strategic and financial advisory services for wealth and asset management firms and their clients, today announced that it served as the exclusive investment banking advisor to Mercer Advisors on its acquisition of tax firm Beach, Freeman, Lim & Cleland (“BFLC”).

Mercer Advisors, a national wealth management and financial planning organization managing $90 billion in client assets, is deepening tax capabilities while expanding its Southern California footprint. The addition of BFLC strengthens the family office platform to meet growing demand for sophisticated tax planning. The transaction reinforces Mercer Advisors’ commitment to deliver comprehensive, integrated family office services including financial planning, tax planning and preparation, estate planning and investment management…..