National Registered Investment Adviser (RIA) Mercer Global Advisors has recently expanded its portfolio by acquiring Singer Burke, a well-established wealth management, tax, and business management firm based in Los Angeles. With a legacy spanning over 50 years, Singer Burke has built a reputation for serving highly creative professionals and executives in the media and entertainment industry.
The acquisition involves two key entities under the Singer Burke banner: SB Capital Management, Inc., which oversees approximately $1.2 billion in client assets and offers a wide range of investment management and wealth planning services, and Singer Burke Zimmer & Kogan, LLP, which specializes in providing a broad spectrum of accounting, tax, business management, and financial consulting services.
As part of this deal, Singer Burke will become an integral member of Mercer Advisors’ Regis Group, a specialized national team dedicated exclusively to families with investable assets of $25 million or more. This collaboration is not only a strategic partnership. It will also serve as the foundation for developing Mercer Advisors’ specialty practices aimed at media, entertainment, and creative professionals across all client segments.
The inception of Singer Burke in 1972 by founder Sandy Singer was driven by a vision to empower clients to take charge of their financial futures through collaborative and comprehensive planning solutions. Today, the firm has honed its focus to provide a holistic family office service model, specifically designed for professionals in the media and entertainment sectors. Over the decades, Singer Burke has gained recognition as one of the most respected business management firms in Los Angeles, catering to an elite clientele that includes some of the industry’s most prominent showrunners, producers, writers, actors, and composers.
Singer Burke prioritized aligning with a firm that shares their core values, possesses a time-tested track record of success, and can provide the necessary resources for growth. The partners at Singer Burke were particularly interested in collaborating with a firm that would allow them to dedicate their efforts to exemplary client service, thereby positioning them to achieve the highest level of professional success for years to come.
By merging with Mercer Advisors, the leadership team of Singer Burke—comprised of Matthew Burke, Richard Singer, Elaina Kogan, Stephanie Connor Arkof, and Amitha Harichandran—will gain a suite of resources, including professional management expertise, enterprise-grade operational capabilities, and advanced technology platforms. They will be able to expand their range of client services to include estate planning, a service they did not previously offer. The combined team, consisting of over 60 seasoned professionals, will remain committed to delivering the exceptional client experience that has defined Singer Burke for over half a century.
Mercer Advisors currently manages an impressive $80 billion in total client assets, with $20 billion allocated to its ultra-high-net-worth offerings. Presently, the Regis Group consists of over 100 dedicated colleagues who focus exclusively on serving ultra-high-net-worth clients. This group also offers specialized support to all Mercer Advisors teams, ensuring that Regis families receive the highest standard of care in every market they serve.
The Regis Group is composed of long-serving Mercer Advisors professionals and experts from select partner firms that have joined in recent years, including Regis Management Company, MDK Private Wealth Management, and Waypoint Capital Advisors. Each of these firms brings a unique set of skills, depth of experience, and distinct specialties in various financial fields, significantly enriching the services provided to clients.
Advisors: For this deal, Jim DiPisa of Dalphia Partners served as the exclusive financial advisor to both SB Capital Management and Singer Burke Zimmer & Kogan. Seward & Kissel served as legal counsel to Singer Burke.
KEY QUOTES:
“We believe client outcomes are strongest when financial professionals work in true coordination. For decades, we’ve had the privilege of serving some of the most accomplished individuals in entertainment and media. We partnered with Mercer Advisors because we believe the firm’s collaborative ethos, supported by its team of integrated specialists, exemplifies how clients receive the best service. This partnership ensures our clients, and our team, will thrive for the next fifty years and beyond.”
“As we got to know the team at Mercer Advisors, we gained conviction that they not only share guiding principles of serving clients but also have the scale, resources, and integrity to champion important principles and values as we navigate the dynamic landscape ahead together.”
Matthew Burke, Managing Partner of Singer Burke
“Mercer Advisors and Singer Burke are united by a commitment to excellence and discretion in serving families who expect the highest levels of coordination, insight, and execution. We take great pride in building a hand-picked family office team for every client we serve, and by bringing Singer Burke into our partnership, we’re adding exceptional interdisciplinary expertise that enhances our ability to serve the unique needs of creative professionals and their families. More importantly, we are adding a set of partners who share our values and commitment to creating a differentiated firm that operates as a single team for the benefit of every client.”
“The Regis Group is increasingly the destination of choice for the industry’s preeminent fiduciary, ultra-high-net-worth advisors who want to work together as a team — instead of competing against each other. Given the specialized combination of experience, skills and cultural alignment, we are highly selective in adding advisors to this group. We could not be more excited to find this caliber of talent in Singer Burke.”
Daniel Gourvitch, President of Mercer Advisors
“Our partnership with Singer Burke will deliver immediate value to the firm’s clients and colleagues, expand our Regis Group in the LA market, and will allow us to deliver a purpose-built offering for creative professionals across the country. We’ve added a premier team, in a key market, which strengthens our ability to deliver a comprehensive family office experience for today’s most successful families.”
Ted Motheral, Principal, M&A Partner Development of Mercer Advisors
