Mercer

Institutional Investor New York, United States ·Founded 1945

Overview

Mercer is a global consulting leader specializing in talent, health, retirement, and investments. As a subsidiary of Marsh McLennan, Mercer operates in over 43 countries, providing services to more than 110 million people worldwide. The firm offers a comprehensive suite of services, including investment consulting, asset management, and outsourced chief investment officer (OCIO) solutions. With over $300 billion in assets under management and $16 trillion under advisement, Mercer is recognized as the world's largest investment consultant. Mercer's investment strategy focuses on delivering tailored solutions to institutional investors, such as pension funds, endowments, foundations, and sovereign wealth funds. The firm employs a diversified approach, investing across various asset classes, including private equity, hedge funds, real estate, infrastructure, and fixed income. Mercer's expertise spans multiple stages of investment, from growth and late-stage investments to buyouts, turnarounds, and distressed assets. This breadth allows Mercer to address the unique needs of its clients, providing strategies that align with their financial objectives and risk profiles. The firm's investment philosophy emphasizes a client-centric approach, leveraging deep market insights and a global network to inform decision-making. Mercer is committed to responsible investing, integrating environmental, social, and governance (ESG) factors into its investment processes. This commitment is evident in its dedicated Sustainable Investment team, which collaborates with clients to incorporate ESG considerations into their portfolios. Mercer's track record includes significant acquisitions, such as the purchase of SECOR Asset Management in 2025, which added $13.8 billion in assets under advisement and $21.5 billion in assets under management, further enhancing its capabilities in providing comprehensive investment solutions. Mercer's global presence and extensive resources enable it to offer innovative and effective investment strategies, helping clients navigate complex financial landscapes and achieve their long-term goals. The firm's dedication to excellence and client success has established it as a trusted partner in the investment consulting industry.

Investment Focus

  • Institutional investors
  • Focus on private equity, hedge funds, real estate, infrastructure, and fixed income investments

Portfolio Companies

AppleMicrosoftAmazonFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaGoogleTencentSamsungAlibabaTeslaBerkshire HathawayWalmartCoca-ColaIntelPepsiCoMcDonald'sNike

Reach Mercer directly

Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.

Unlock full contacts →

Frequently asked questions about Mercer

What sectors does Mercer invest in?

Mercer invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Mercer is listed as a institutional investor in the ConnectSafely investor database.

What stage does Mercer invest at?

Mercer backs companies at Growth, Late Stage, Buyout, Turnaround and Distressed, writing cheques of 5M - 500M.

Which regions does Mercer invest in?

Mercer invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.

Who are the partners at Mercer?

Team members listed for Mercer include Mark Loth (Regional Vice President / Customer Success Leader - West Region & Mexico) and Jocelyn Fourney (Senior Principal).

What companies has Mercer invested in?

Mercer's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.

How do I contact Mercer?

Mercer's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database