Exclusive Financial Guidance Behind the Deal
Boutique investment bank InCap Group, Inc. served as the exclusive financial advisor to Tufton Capital Management, stewarding the transaction from negotiation to signature.
While terms of the deal remain confidential, the strategic implications are clear: Mercer Advisors is continuing its aggressive expansion strategy, and Tufton is now equipped to deliver its hallmark service on a grander scale.
As wealth management enters a new era of integrated, high-touch financial planning, this acquisition signals more than growth — it’s a generational shift in how legacy wealth is nurtured and protected.
