Ted Motheral

Principal, M&A Partner Development at Mercer Advisors

Panelist

Ted joined Mercer Advisors in 2025 as Principal, M&A Partner Development. He is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other wealth management firms. In this role, Ted leads firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Previously, Ted served as a Partner at Potomac Law Group in the firm’s Corporate and Transactional practice where he focused on mergers and acquisitions, as well as private debt and equity financing. Outside of the financial advisory services industry, Ted has extensive experience in representing private and family-owned businesses across the country. Earlier in his career, Ted worked in the general counsel office of KLA-Tencor Corporation in Silicon Valley, California and, before becoming an attorney, worked as a financial consultant for PricewaterhouseCoopers in the New York City office.