Matt Brinker, formerly chief business development officer and head of acquisitions at United Capital Financial Advisers, has joined Merchant Investment Management as a managing partner.
“He will focus on corporate strategy as part of the management team, enhancing the experience for current Merchant partner firms, and identifying future equity partnerships that are a fit for the overall ecosystem,” Merchant said in a release.
Goldman Sachs acquired United Capital last year.
Merchant, based in New York, describes itself is a private partnership that provides capital, management resources, strategic opportunities, and direction to independent wealth and asset management firms.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
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IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
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