StageAcquired | 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.
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Latest Bivin and Associates News
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.
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