Mercer Advisors, Inc. and Genstar Capital

February 2018

Madison Capital Funding closed a senior debt facility to finance the Recapitalization of Mercer Advisors, Inc. by Genstar Capital. Madison Capital Funding serves as the the Sole Lead Arranger and Administrative Agent.  Further terms were not disclosed.

Mercer Advisors, Inc. is a national Registered Investment Advisor (RIA) platform providing wealth management services to over 8,000 individual clients.

Founded in 2001, Madison Capital Funding is a market leader in supporting middle market private equity sponsors with cash-flow based corporate finance products. Since inception, Madison Capital Funding has invested $28.6 billion in 1,060 middle market transactions with more than 285 private equity sponsors.

The loan discussed does not represent an account’s entire portfolio and in the aggregate, may represent only a small percentage of an account’s portfolio holdings. A complete list of all holdings is available upon request; please contact media@mcfllc.com. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the loans mentioned herein.  MCF #1769023