Houlihan Lokey Advises Vishria Bird Financial Group

Houlihan Lokey is pleased to announce that Vishria Bird Financial Group, LLC (Vishria Bird), a national registered investment advisor, has been acquired by Mercer Advisors. This transaction closed on March 31, 2025.

Managing $583 million in assets, Vishria Bird is led by Co-Founders Harish Vishria, CFP®, APMA®, MSM, and Robert Bird, CFP®, APMA®. The firm, which specializes in serving U.S. citizens with inheritance and asset ties to India, has established a substantial client base in Tennessee, California, and Florida. Focused on long-term, multigenerational relationships, Vishria Bird brings deep expertise in cross-border wealth transfer, business succession, and multigenerational planning, making it distinctly positioned to support a growing and affluent Indian-American community. Taking a values-based approach to financial planning, the firm helps clients align their financial decisions with their personal priorities, legacy goals, and long-term vision. By integrating estate, tax, insurance, and investment strategies, Vishria Bird delivers a comprehensive financial planning experience.

The acquisition will give Vishria Bird access to Mercer Advisors’ broad suite of services, including family office solutions, back-office support, and specialized investment resources. This strategic alignment aims to help the firm scale its offerings and support the growth of its next-generation advisors and client support staff. The firm’s acquisition also reflects Mercer Advisors’ commitment to expanding its presence in Tennessee, a key growth market.

Houlihan Lokey acted as the exclusive financial advisor to Vishria Bird.

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