Mercer & Hole

What Mercer & Hole does

Mercer & Hole is a UK-based chartered accountancy firm established in 1905 and headquartered in St Albans, operating as a limited liability partnership (LLP). It is a Top 50 UK accountancy firm with approximately 28 partners and nearly 300 employees across four offices — London, St Albans, Rickmansworth, and Milton Keynes. The firm is wholly owned and controlled by its partners, with no external investors or parent company, and operates three wholly owned subsidiaries: M&H Financial Planning Limited (FCA-authorised), Mercer & Hole Trustees Limited (ICAEW-licensed for non-contentious probate), and Mercer & Hole Corporate Finance Limited.

The firm delivers professional services across eight principal revenue streams: Audit and Assurance, Corporate Finance Advisory (buy-side, sell-side, MBOs, due diligence, valuations), Tax Advisory (corporate and private client), Financial Planning (via M&H Financial Planning), Restructuring and Insolvency, Business Services (payroll, statutory accounts, valuations, startup support), Probate Services, and Virtual Finance (cloud accounting and outsourced finance function). It serves three primary segments — businesses (SMEs, owner-managed businesses, partnerships, corporates), private individuals and families (particularly high-net-worth), and trustees — across 11 sectors including manufacturing, property, technology, healthcare, hospitality, and financial services. International work is delivered through founder membership in TIAG / TAG Alliances.

Revenue is generated through bespoke, quote-based fees tied to scope and complexity, with billing typically annual. Distribution is partner-led via direct advisory relationships and professional referrals (legal advisors, banks), supplemented by website enquiries, a tax seminar series, community sponsorships, and thought-leadership content. The firm holds ICAEW audit registration, FCA authorisation for financial planning, and ICAEW probate licensing, and has earned recognitions including Top 100 Best Workplaces 2026, six Moneyfacts Tax and Estate Planner of the Year wins in eight years, and 2025 eprivateclient Top Accountancy Firms.

Name

Mercer & Hole

Legal name

Mercer & Hole LLP

Website

https://mercerhole.co.uk

Company type

Private

Founded year

1905

Operating status

Operating

Headcount range

251–500 employees

Short description

Mercer & Hole is a UK Top 50 chartered accountancy firm (est. 1905) with 28 partners and ~300 employees across four offices, delivering audit, tax, corporate finance, restructuring, financial planning, forensic accounting, and probate services to SMEs, owner-managed businesses, high-net-worth individuals, and trustees.

Ownership category

akta.pro rank

Product category

Chartered Accountancy and Professional Advisory Services

NAICS

Finance and Insurance (52), Mortgage and Nonmortgage Loan Brokers (52231)

SIC

Finance Services (6199), Investment Advice (6282)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Chartered accountancy services
• Corporate finance advisory
• Tax planning services
• Restructuring insolvency services
• Financial planning services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Audit and Assurance Services: Audit and assurance services for businesses, including statutory audits and compliance work.
2. Corporate Finance Advisory: Corporate finance services including buy-side advisory, sell-side advisory, MBOs, financial due diligence, valuations, and raising finance.
3. Tax Advisory Services: Corporate and business tax services, private client tax, VAT advisory, and tax investigation support.
4. Financial Planning: Financial planning services including retirement planning, estate planning, pensions consolidation, and investment advice through M&H Financial Planning.
5. Restructuring and Insolvency: Corporate restructuring, administration, liquidation, and insolvency practitioner services.
6. Business Services: General business services including payroll, statutory accounts preparation, company valuations, and business startup support.
7. Probate Services: Probate and estate executor services.
8. Virtual Finance: Cloud accounting, management information, and virtual finance services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Mercer & Hole is an independent UK chartered accountancy firm delivering audit and assurance, corporate and business tax, corporate finance advisory (buy-side, sell-side, MBOs, due diligence, valuations, fundraising), restructuring and insolvency, forensic accounting, cloud accounting/virtual finance, private client tax and trust services, and FCA-authorised financial planning across four UK offices. Services are engaged individually or as integrated cross-line engagements for SMEs, owner-managed businesses, high-net-worth individuals, families, and trustees.

Product overview

Mercer & Hole is a UK chartered accountancy firm (top 50 UK accountancy firm) offering a comprehensive portfolio of professional services. The core offering includes Business Services (audit, bookkeeping, payroll, company valuations), Corporate Finance and Deal Advisory (M&A, MBOs, due diligence, fundraising), Tax Advisory (corporate tax, private client tax, international tax), Restructuring and Insolvency, Financial Planning (through M&H Financial Planning), Forensic Accounting, and Virtual Finance/cloud accounting services. The firm operates through four UK offices (London, St Albans, Rickmansworth, Milton Keynes) with 28 partners and nearly 300 employees. The practice is structured around distinct service lines that can be engaged independently or in combination for holistic client advice.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services Strategic advisory sessions and case study-driven business guidance providing bespoke planning support to clients across multiple sectors.
• Business Services
• Corporate Finance Services
• Corporate and Business Tax
• Financial Planning Services
• Forensic Accounting Services
• International Reach
• Restructuring and Insolvency Services
• Virtual Finance
• Private Client Tax and Trust Services
• Probate and Executor Services

Quantifiable outcome

• Successfully facilitated MBO for ACL Engineering Ltd
• +3 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered supporting, core and minor.

• BP CollinssupportingImplementation/ SI/ Consulting Partner · 1 February 2026Legal advice for the ACL Engineering management team delivered by Alex Zachary, Beth Miel, and the BP Collins team.
• Knights PLCsupportingImplementation/ SI/ Consulting Partner · 1 February 2026Joseph Jarvis of Knights PLC led the legal team acting for the Sellers in the ACL Engineering MBO transaction.
• The International Accounting Group (TIAG)coreStrategic or Co-development PartnerFounder membership of The International Accounting Group, part of TAG Alliances. Provides access to global accounting expertise and legal support in multiple jurisdictions. Enables Mercer & Hole to serve clients with international requirements through a network of independent firms worldwide.
• Great Place to WorkminorOthersMercer & Hole participates in Great Place to Work surveys and was named in the UK's Top 100 Best Workplaces 2026 list through their certification process.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Menzies LLP: UK mid-tier chartered accountancy firm of similar size offering audit, tax, corporate finance, restructuring, and financial planning. Recent employer of Mercer & Hole's Head of Deal Advisory, indicating functional overlap and direct competitive overlap for partners and corporate finance mandates.
• Bishop Fleming: UK top-50 chartered accountancy firm of broadly comparable size offering audit, tax, corporate finance, and restructuring services to SMEs and private clients in the South West and nationally. Direct competitor for similar mid-market and private client mandates.
• Moore Kingston Smith: London and South East-focused top-50 UK accountancy firm with comparable audit, tax, corporate finance, and private client service lines. Competes directly for the same SME, owner-managed business, and private client segments in the London market.
• Kreston Reeves: UK top-50 chartered accountancy firm with similar audit, tax, corporate finance, and private client offerings plus financial planning. Comparable size and service mix, focused on the South East and London markets.
• PKF Smith Cooper: UK mid-tier chartered accountancy firm offering audit, tax, corporate finance, and restructuring to SMEs and mid-market clients. Similar revenue scale and service portfolio, competing for comparable mandates regionally.
• Hazlewoods LLP: UK top-50 mid-tier chartered accountancy firm with strong specialism in corporate finance, M&A advisory, restructuring, and tax. Comparable in revenue scale and service-line mix, particularly in deal advisory and insolvency work.

Broad incumbents

• BDO UK: Large UK mid-tier accounting and advisory network with audit, tax, corporate finance, and restructuring services. Competes for the same SME and mid-market corporate finance and insolvency mandates, but with substantially greater scale and international reach.
• RSM UK: Top 10 UK accounting firm providing audit, tax, consulting, and corporate finance. Closely comparable service portfolio to Mercer & Hole across audit, tax, restructuring, and deal advisory, with larger firm scale and international network.
• Mazars UK: International mid-tier accounting firm with significant UK presence offering audit, tax, advisory, and corporate finance. Directly competes for mid-market UK mandates and has a comparable mix of compliance and advisory work.

Others

• Forensic Accounting specialists (e.g. BDO Restructuring): Adjacent specialist providers of forensic accounting, insolvency, and dispute support services that compete with Mercer & Hole's forensic and restructuring practices for expert witness and investigation mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/mercer.hole
• LinkedInlinkedin.com/company/mercer-&-hole
• Instagraminstagram.com/mercerhole
• Xx.com/mercerhole

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mercer & Hole