Mercer Acquires Callan To Expand US Consulting Presence
17 Febbraio 2009 - 9:37PM
Dow Jones News
Benefits consulting firm Mercer is acquiring rival Callan
Associates, doubling its presence in the U.S. at a time when
corporations are grappling with pension and other human-resource
issues.
Mercer, a subsidiary of Marsh & McLennan Cos. (MMC), didn't
disclose the sum it is paying for privately held Callan when it
announced the deal Tuesday. The acquisition is expected to close by
the end of this quarter.
Callan and Mercer have been fierce competitors for consulting
clients, and since most of their customers just hire one firm, they
will have little overlap, executives said during a telephone
interview.
Mercer, with 18,000 employees spread throughout the world, has
about 200 based in the U.S. Callan focuses solely on the U.S., and
employs more than 170 people. By combining, Mercer will nearly
double its U.S. presence and Callan will gain access to
international client services.
"This is very much a strategic merger," said Jeff Schutes,
Mercer's head of U.S. investment consulting. Companies are facing
economic conditions that "are more challenging than ever, and our
two organizations combined will have the resources to assist
them."
Both Mercer and Callan have a strong focus on retirement
benefits consulting, a business that includes advising on
pension-plan issues and selecting money managers. Callan also
provides other services, such as back-office services to other
consultants and educational workshops for corporations and public
pensions.
One of the primary services the pair will specialize in is
analyzing how companies stack up against peers on benefit issues.
Callan maintains a database that will roughly double in size once
the two organizations unite, giving them a broader perspective on
what practices corporations and public pensions are engaging in,
said Gregory Allen, president of Callan.
The larger size of the combined entity will also make it easier
to hire skilled staff, Allen said.
"The consulting industry has always competed with the
asset-management industry in hiring, so by becoming larger and
having more resources" the firm will be better able to hire talent,
Allen said.
-By Lynn Cowan, Dow Jones Newswires; 301-270-0323;
lynn.cowan@dowjones.com