Acquisition Opportunity HawsGoodwin Wealth was acquired by Mercer Advisors in 2022, indicating potential integration follow-ups, service expansions, and cross-sell opportunities with Mercer’s broader platform and resources for clients seeking enhanced wealth management solutions.

Regional Focus With a Southeast client base and Franklin, Tennessee headquarters, there is scope to upsell regional financial planning, retirement benefits, and small-to-mid sized corporate services to businesses expanding in the Nashville corridor and nearby markets.

Private Firm Size Operating with 2-10 employees and annual revenue in the low millions, HawsGoodwin presents an opportunity to position scalable advisor solutions, back-office support, and technology upgrades to support growth without a large internal overhead.

Service Expansion Current offerings cover wealth management, retirement planning, corporate retirement plans, and employee benefits; there is potential to broaden captive product suites or fiduciary services for mid-market firms seeking outsourced CIO, 401(k) advisory, or executive compensation consulting.

Tech Modernization Utilize their existing tech stack to propose modernization and efficiency enhancements, such as data analytics, client portal improvements, and marketing automation to attract higher-net-worth individuals and attract corporate clients with streamlined compliance and reporting.