News

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national wealth management firm with $63 billion in client assets, announced today that it was ranked first in the 2024 Barron’s Top 100 RIA Ranking. “The recognition from Barron’s is a reflection of our unwavering commitment to being unapologetically client focused and striving to deliver the highest standard of financial care that is available anywhere,” said Dave Welling, CEO, Mercer Advisors.

Sedgwick, a leading global provider of claims management, loss adjusting and technology-enabled business solutions, announced a strategic investment from Altas Partners ("Altas"), a North American private equity firm. Current investors, including funds managed by global investment firm Carlyle (NASDAQ: CG) and by Stone Point Capital LLC, will remain as investors and continue to make significant new investments in the business, with Carlyle maintaining its control position in partnership with the investor group and the Sedgwick management team.

Earlier this month, Altas was delighted to welcome six new Associates to the firm. Sammy Fleisher, Eddie Huang, Trevor Smith, Dante Severini, and Aliana Versi have joined us on the Investment Team, and Emma Swill on our Investor Relations Team.

Altas is pleased to announce that Andrew McIntyre has joined the firm as Director within the Portfolio Solutions Group. Prior to joining Altas, Andrew worked at Bain & Company, where he supported a variety of industries, and Birch Hill Equity Partners as a member of the Investment team.

Altas is pleased to announce that Jordy Winkler has joined the firm as Director within the Portfolio Solutions Group. Prior to joining Altas, Jordy worked at ResQ, where she held roles in Business Operations, Product, and Finance.

Altas is delighted that Aryella Frommer, Partner and Head of Investor Relations, represented Altas at the Women’s Private Equity Summit in Phoenix, AZ on March 6th, 2024. Aryella moderated the panel “What are LPs really wanting to see and hear from GPs in 2024?”.