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Bivin and Associates

bivinandassociates.com

Founded Year

1994

Stage

Acquired | Acquired

About Bivin and Associates

On June 9th, 2022, Bivin and Associates was acquired by Mercer Advisors. The terms of the transaction were not disclosed. Bivin and Associates offers financial planning and professional investment management services to individuals and business owners. It was founded in 1994 and is based in Ponca City, Oklahoma.

Headquarters Location

412 South 14th Street

Ponca City, Oklahoma, 74601,

United States

580-762-1121

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Latest Bivin and Associates News

PE-backed Mercer Advisors acquires Bivin

Jun 10, 2022

PE-backed Mercer Advisors acquires Bivin Submitted 10/06/2022 - 9:10am 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. Like this article? Sign up to our free newsletter Author Profile Related Topics Deals Intelligence

Bivin and Associates Frequently Asked Questions (FAQ)

  • When was Bivin and Associates founded?

    Bivin and Associates was founded in 1994.

  • Where is Bivin and Associates's headquarters?

    Bivin and Associates's headquarters is located at 412 South 14th Street, Ponca City.

  • What is Bivin and Associates's latest funding round?

    Bivin and Associates's latest funding round is Acquired.

  • Who are the investors of Bivin and Associates?

    Investors of Bivin and Associates include Mercer Advisors.

CB Insights
Looking for a leg up on competitive, customer and technology insights?
CB Insights puts confidence and clarity into your most strategic decisions.
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Trusted by the world's smartest companies to:
  • Predict emerging trends
  • See competitors' playbooks
  • Stalk the smart money
  • Identify tomorrow's challengers
  • Spot growing industries
  • Kill analyst data work
Let's see how we can help you!
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