CLOs on the Move

Mercer Advisors

www.merceradvisors.com

 
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context ...
  • Number of Employees: 250-1000
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Casey Seitz
Chief Compliance Officer Broker Dealer Profile
William Nelson
Chief Compliance Officer Profile
Logan Baker
Vice President, Estate Planning Attorney Profile
Mathew Encino
Vice President, General Counsel Profile

Similar Companies

NCB Management Services Incorporated

Founded in 1994, NCB Management Services, Inc. is both a respected National Debt Buyer and full-service Accounts Receivable Management (ARM) Organization. Both businesses leverage the Company`s core competencies: its extensive experience collecting defaulted consumer debt, its vast data warehouse and sophisticated analytic capabilities, and an operations infrastructure that is compliant with all the latest regulatory and financial institution and client requirements. NCB services and purchases both non-performing and semi-performing portfolios of unsecured consumer debt such as credit cards, personal loans, and auto deficiencies. The Company`s success is largely attributed to its commitment to providing a consistent and dependable service while mitigating headline risk and protecting both its own and its partner`s brand. NCB is a brand sensitive debt buyer and service provider that recognizes the value of a customer centric approach to collections in an environment that has grown increasingly demanding from a regulatory standpoint. Their reputation as an industry leader stems from the merging of highly skilled representatives with a seasoned management team, flexible proprietary technology, leading edge security, and dedicated back office support.

Exequity

Exequity is a Oak Brook, IL-based company in the Financial Services sector.

Westlake Securities

Westlake Securities is a middle market investment bank that provides M&A advisory, capital placement, and management consulting services to middle market companies.

Afni

When people reach for their phones` use laptops` or grab their tablets` Afni`s contact center teams are there to provide prompt and friendly help. That's Afni. We're a global team of people who love helping companies develop meaningful and profitable relationships with customers. In 1936` we got our start in Bloomington` Illinois as a consumer collections agency. Today` we`re so much more. Our channel strategies and customer lifecycle solutions give our clients ways to connect with their customers for many reasons` using their customers'​ channels of choice.

Emergent Capital

Emergent Capital, Inc. (NYSE:EMG) is a specialty finance company that invests in esoteric asset classes, primarily life settlements. The company purchases individual policies and portfolios of life insurance policies. It manages those assets based on comprehensive actuarial and market data. Led by a management and investment team that is nimble, market-tested and committed to making sound investment decisions, Emergent Capital provides market leadership to the life settlement industry and a timely investment alternative to investors. We are a global investor in life settlements — an alternative asset class that can provide high uncorrelated returns. As one of the largest global investors in life settlements, the company seeks out accretive opportunities to grow its existing portfolio of life settlements by deploying capital in both the secondary and tertiary life settlement markets. We have access to an extensive network of life settlement brokers and third-party providers from which the company is able to build diversified life insurance portfolios. An Emergent Capital subsidiary is also able to act as a licensed life settlement provider in more than 30 states where it is able to pursue multiple opportunities within the life settlement space. By leveraging its extensive network and years of industry experience, Emergent Capital aims to generate a consistent flow of investment opportunities covering all aspects of the life settlements market place. These range from lending to outright purchases of portfolios, to tertiary trades, as well as individual secondary market purchases.