InCap Group Celebrates Partnership of Tufton Capital Management with Mercer Global Advisors

InCap Group Celebrates Tufton and Mercer Partnership

In a significant move within the financial services sector, InCap Group Inc., a leading investment banking firm, has successfully represented Tufton Capital Management in its acquisition by Mercer Global Advisors. The announcement, made on May 28, 2025, highlights InCap Group’s continued commitment to providing exceptional advisory services in the realm of mergers and acquisitions in the financial sector.

Overview of Tufton Capital Management

Founded in 1995 and headquartered in Hunt Valley, Maryland, Tufton Capital Management has established itself as a prominent independent wealth advisory firm. With a robust portfolio managing approximately $800 million in assets, Tufton focuses on delivering comprehensive investment management and financial planning services to high-net-worth individuals, families, and institutions. This recent partnership with Mercer signifies not only a growth opportunity but also a mutual commitment to shared values, emphasizing client-centric services, a strong corporate culture, and superior financial advice.

Chad Meyer, President of Tufton Capital Management, expressed his enthusiasm about the new partnership: "Joining forces with Mercer represents an exhilarating next chapter for Tufton. Mercer genuinely aligns with our core values, prioritizing our clients and maintaining a vibrant internal culture. We are confident that this collaboration will enhance our capabilities and resources while sustaining the exemplary service our clients expect."

The Role of InCap Group

Chad Meyer also extended gratitude to InCap Group for their invaluable guidance throughout the acquisition process. "The expertise and knowledge of InCap's team in the wealth management sector were instrumental to our success. Their consistent support, understanding of our objectives, and commitment to our vision made them the ideal advisory partner. We couldn't be more satisfied with the outcome, as they helped us find a partner that aligns perfectly with our clients and our team,” Meyer added.

Jim Tennies, President of InCap Group, highlighted the strong reputation built by Tufton Capital Management, stating, "Chad and his team have nurtured a highly respected firm with deep-rooted connections across the Mid-Atlantic. We are excited to see them grow and thrive alongside a world-class entity like Mercer."

Implications for the Financial Sector

The partnership between Tufton Capital Management and Mercer Global Advisors is poised to create significant ripples within the financial services industry. This acquisition not only enhances the strategic capabilities of Tufton but also expands Mercer's footprint in the advisory space, particularly in wealth management. As financial landscapes evolve, such collaborations represent critical strategies for firms aiming to remain competitive and responsive to client needs.

This acquisition marks the second successful deal closed by InCap Group this quarter, following their representation of a Southern California-based wealth management firm managing around $750 million in assets. Founded in 2006, InCap Group, Inc. specializes exclusively in mergers and acquisitions in the financial services sector, showcasing deep expertise across asset management, wealth management, and securities brokerage industries.

Future Outlook

As Tufton Capital Management transitions under the Mercer umbrella, both firms are set to leverage their combined expertise and resources, which may lead to enhanced service offerings and greater client satisfaction. The wealth management sector stands to benefit considerably from such partnerships, as firms seek avenues for growth and improvement in service delivery to their clientele.

For ongoing insights and updates on similar engagements, visit InCap Group’s official website.