Mergr for Wealth Advisors

Wealth managers use Mergr to identify founders and executives who’ve recently exited businesses, making them ideal prospects for post-liquidity planning. By leveraging Mergr, wealth managers position themselves as proactive, informed partners for clients navigating M&A-driven events.

Identify Recently Acquired Companies

Identify Recently Acquired Companies

Use Mergr to find recently exited companies and target founders and execs in need of asset management, estate planning, or other investment guidance.

Track PE Firms and PortCo Exits

Track PE Firms and PortCo Exits

Use Mergr to see when portfolio companies are sold (likely triggering liquidity for GP insiders).

Network with M&A Advisors and Deal Attorneys

Network with M&A Advisors and Deal Attorneys

Use Mergr to look-up investment banks or law firms active in your region or sector specialty.

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Target HNW prospects tied to liquidity, succession, or recapitalization events.

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