Acquisition Opportunity Singer Burke has been acquired by Mercer Advisors as of October 2025, indicating a potential opportunity for post-acquisition integration services, transition support, and cross-sell of wealth management, tax, and business advisory offerings to Mercer’s expanded client base.

Integrated Firm Strength Two distinct entities under one roof (CPA services and registered investment advisory) suggest a ripe opportunity to offer unified tech, process optimization, and holistic financial operations solutions that streamline multi-entity client experiences.

Technology Modernization Current tech stack includes Power Automate, WordPress, and analytics/SEO tools; there is room to expand workflow automation, data integration, cybersecurity, and client portals to enhance efficiency and client engagement across both entities.

Growth Readiness Revenue of approximately 25 to 50 million with a mid-sized employee base presents a sweet spot for scale-focused services such as ERP optimization, CRM consolidation, and managed IT services tailored to financial services firms.

Industry Positioning Operating in financial services with a family-office heritage and entertainment/creative client focus creates cross-sell potential for media and entertainment clients seeking accounting, tax, and investment advisory, plus specialized wealth and business management.