Miller Johnson Advises West Oak Capital, LLC in Strategic Acquisition by Mercer Global Advisors, Inc.
The Transaction
In Q3 2025, Miller Johnson proudly served as legal counsel to West Oak Capital, LLC (West Oak) in its strategic acquisition by Mercer Global Advisors, Inc. (Mercer Advisors). West Oak, a respected investment advisory firm registered with the U.S. Securities and Exchange Commission, managed approximately $500 million in assets for more than 100 families. The firm earned recognition for its disciplined, client-centric approach to separate account management across equity, balanced, and fixed income portfolios.
This acquisition marks a significant milestone for both firms. Mercer Advisors’ integration of West Oak not only strengthens its national presence but also enhances its service offerings with the addition of West Oak’s deeply experienced and client-dedicated team. The transaction reflects a shared commitment to fiduciary excellence, personalized financial planning, and long-term client relationships.
Miller Johnson’s M&A team advising on the transaction included Aimee Jachym, Chelsea Austin, Abimbola Adekoya, and Jessica McLemore.
About West Oak Capital, LLC
Founded in 2003, West Oak has built a legacy of delivering highly personalized wealth management and multigenerational financial planning. The firm’s seasoned professionals are known for cultivating enduring client relationships and providing thoughtful, disciplined investment strategies tailored to individual goals. Post-acquisition, West Oak’s team will continue to serve clients under the Mercer Advisors brand, maintaining the same high standard of care and attention.
About Mercer Global Advisors, Inc.
For over four decades, Mercer Advisors has been a trusted partner to families seeking to simplify and elevate their financial lives. The firm offers a full suite of fee-based family office services, including comprehensive financial planning, estate and tax strategies, insurance solutions, and corporate trustee and trust administration. Mercer’s acquisition of West Oak reflects its ongoing commitment to expanding access to top-tier advisory talent and holistic wealth management.
About Miller Johnson’s Mergers and Acquisitions Group
Miller Johnson’s M&A practice group is recognized for its deep transactional expertise and collaborative approach. The team works closely with clients and their advisors to structure, negotiate, and close transactions while navigating the legal and strategic complexities inherent in mergers, acquisitions, dispositions, and other business combinations or investment transactions.
Miller Johnson’s attorneys are nationally recognized leaders in mergers and acquisitions, consistently ranked among the top law firms by U.S. News & World Report’s Best Law Firms and Chambers USA. Their deal-making expertise has earned repeated honors as winners and finalists at The M&A Advisor’s prestigious national awards and the ACG M&A Deals and Dealmakers regional awards—underscoring the firm’s reputation for delivering exceptional results in high-stakes transactions.
To learn more about this transaction or Miller Johnson’s M&A capabilities, please contact Aimee Jachym, lead counsel on the deal, at (269) 226-2984. Aimee brings deep experience in complex transactions and is available to discuss how Miller Johnson can support your strategic growth initiatives.