ST. PETERSBURG, FL, JANUARY 7, 2026 – Iron River Group, a boutique M&A advisory firm serving wealth management companies, announced today that it served as the exclusive financial advisor to Poterack Capital Advisory in its acquisition by Mercer Advisors, a national registered investment adviser.
Poterack Capital Advisory, a digital-first wealth management firm overseeing approximately $265 million in client assets, was founded in 2001 and is led by CEO Ryan Poterack. Known for its fully virtual service model and comprehensive approach to asset management, tax optimization, and holistic wealth planning, the firm serves clients nationwide.
Iron River Group guided PCA through a disciplined, relationship-driven transaction process centered on long-term alignment, growth sustainability, and client outcomes. Through its partnership with Mercer Advisors, PCA gains enhanced infrastructure, advanced technology, and comprehensive family office solutions, all of which help drive continued growth and expansion.
“Iron River Group helped me realize my personal and professional goals sooner than I would have thought possible,” said Ryan Poterack, CEO of PCA. “Their guidance allowed me to stay focused on clients and growth while they managed the complexity of the transaction. I’m extremely excited about this next chapter of my career and confident I’ve partnered with a firm that supports where PCA is headed, not just where it has been.”
The transaction was structured to preserve PCA’s momentum while ensuring the firm had the scale and support needed for its next phase of growth.
“This was about identifying a partner that could sustain and support PCA’s exponential growth without disrupting what made the firm successful,” said Tyson Pettitt, President of Iron River Group. “Mercer Advisors has the scale, infrastructure, and long-term mindset required to support continued expansion while allowing Ryan to remain focused on clients and growth. Our role was to ensure that momentum was matched with durability.”
Legal counsel to Poterack Capital Advisory was provided by Warner Norcross + Judd.
About Iron River Group
Iron River Group advises wealth management firms on strategic M&A transactions, guiding owners through the complexities of selling their business. The firm focuses on fit over volume, helping clients identify aligned partners while preserving firm values, culture, and long-term objectives.