#USA #New York #Republic Capital #Mercer Advisors #Beach Freeman

Republic Capital Group Aids Mercer Advisors in Acquisition

On November 12, 2025, Republic Capital Group, a prominent investment bank known for its strategic advisory services, announced its role as the exclusive financial advisor for Mercer Advisors in the acquisition of Beach, Freeman, Lim & Cleland (BFLC), a well-regarded tax firm based in Southern California. This acquisition signifies a significant milestone for Mercer Advisors, a national wealth management organization that manages approximately $90 billion in client assets.

Strengthening Tax Capabilities

The acquisition of BFLC is a strategic move designed to deepen Mercer Advisors' tax capabilities while also expanding its reach within the Southern California region. BFLC is recognized for its comprehensive tax, accounting, and business advisory services tailored specifically for high-net-worth individuals, families, and business owners. With a team of 20 dedicated tax professionals, BFLC caters to a wide range of sectors including healthcare, real estate, legal, construction, professional sports, and franchise businesses. Their offices in El Segundo, Irvine, and Ontario provide extensive regional coverage across Los Angeles, Orange County, and the Inland Empire.

By integrating BFLC’s expertise, Mercer Advisors aims to meet the rising demand for sophisticated tax planning and advisory services, solidifying its commitment to delivering well-rounded family office services that encompass financial planning, tax preparation, estate planning, and investment management.

Insights from Industry Leaders

John Langston, the Founder and CEO of Republic Capital Group, expressed his enthusiasm about the merger, stating, “Mercer Advisors’ comprehensive services are the foundation of the top-level fiduciary guidance they deliver to clients. The exceptional team at BFLC aligns perfectly with the caliber of Mercer Advisors, creating a great synergy. This transaction also illustrates the ongoing trend of Registered Investment Advisor (RIA) firms acquiring Certified Public Accountant (CPA) firms to enhance their service offerings.”

Daniel Gourvitch, President of Mercer Advisors, highlighted the strong partnership ethos at BFLC, noting, “BFLC is a first-call professional services firm that has cultivated robust relationships with clients throughout their entrepreneurial journeys. Their culture of partnership and investment in CPA talent aligns seamlessly with our own values. Republic was instrumental in facilitating this integration into the Mercer Advisors family.”

Looking Ahead

As the financial landscape evolves, this acquisition positions Mercer Advisors strategically to provide enhanced services and continued growth, drawing on BFLC’s established reputation and local knowledge. The integration also opens up equity ownership opportunities for BFLC's full-time employees, demonstrating Mercer Advisors’ commitment to investing in talent.

Republic Capital Group, led by John Langston, remains dedicated to serving the financial advisory sector, partnering with firms that are innovative and at the forefront of mergers and acquisitions in the industry. Their impactful advisory services are crucial for firms seeking to navigate complex transactions and expand their market presence effectively.

For more information on Republic Capital Group and their services, visit republiccg.com and follow them on LinkedIn for updates on industry trends and company news.