Transaction Details

Republic Capital Group served as the exclusive financial advisor to Mercer Advisors in its acquisition of Beach Freeman Lim & Cleland (BFLC), a Southern California-based tax firm with offices in El Segundo, Irvine, and Ontario serving clients across Los Angeles, Orange County, and the Inland Empire.

BFLC’s team of 20 tax professionals serves clients in the healthcare, real estate, law, construction, and professional athlete industries. The acquisition strengthens Mercer Advisors’ tax capabilities and expands its presence in Southern California, reinforcing the firm’s integrated family office model spanning financial planning, tax planning and preparation, estate planning, and investment management.

All BFLC team members are joining Mercer Advisors, with equity ownership opportunities available to full-time employees. Mercer Advisors manages $90 billion in client assets.