Displaying 18 results
‘RIAs make wonderful business partners,’ investor says
Managing partner at Merchant Investment Management says RIAs’ growth and yield are the main attractions.
Matt Brinker joins Absolute Engagement’s advisory board
The 25-year industry veteran and managing partner of Merchant Investment Management works extensively with RIAs.
Arkansas RIA recruits $650 million trio, becoming one of state’s largest advisory firms
Brian Wood, Michael Peebles and DeAnn Gann are joining Legacy from Arvest Bank and will open a new office in Northeast Arkansas.
Merger creates $2.7 billion Ohio RIA
MGO Investment Advisors joins with One Seven; Merchant Investment takes a minority stake in the new firm.
Argos Wealth Advisors sells minority stake to Merchant
Merchant Investment Management continues to build up a portfolio of minority ownership stakes with the deal with $775 million, California-based Argos.
Merchant takes minority stake in Truvestments
The investment will help Truvestments share its Demogronomics model for investment management and client engagement on a larger scale.
CI Financial adds $5 billion RIA, reports record financial results
The Canadian financial conglomerate acquired Newport Beach, California-based Corient Capital, while its earnings show its U.S. operations now represent its largest business segment.
Fusion Family Wealth sells minority stake to Merchant
Merchant's partnership structure continues to push into the RIA space with nearly 50 ownership stakes.
Merchant Investment Management takes minority stake in $1 billion RIA
The Chicago-area advisory firm, Inspirion Wealth Advisors, will use equity infusion to develop next-generation planners and potentially make acquisitions.
Merchant Investment Management takes stake in Minnesota RIA
Summit Investment Advisory Services manages $490 million for clients in Minnesota, Wisconsin and Florida.
River Wealth Advisors sells minority stake to Merchant Investment Management
Merchant insists the noncontrolling investment is distinct from traditional private equity capital, which often comes with a short-term commitment.
Southwestern Investment Group is latest RIA to partner with private equity
The Tennessee-based firm has sold a minority stake to Merchant Investment Management, citing the need to build scale in the fast-consolidating wealth management industry.
RIA Summit Financial scoops up private bank’s wealth management assets
Fieldpoint Private will remain a private bank, and, as part of the new transaction, will offer its banking capabilities through the Summit adviser platform.
Private Advisor Group reels in new investor capital
Merchant Investment Management is a private partnership that invests in growth companies and other opportunities. According to its website, Merchant Investment Management this year has focused on investing in the wealth management industry.
Private equity expands beyond US wealth management
Merchant Investment Management has purchased a stake in Brainvest Wealth Management for international exposure.
Private equity firm invests in Concurrent Partners
Members of the partnership, which is affiliated with Raymond James, will be able to tap capital from Merchant Investment Management.
PE firm Merchant buys stake in Axiom Financial Strategies
The deal shows that private equity investors are starting to move down-market to invest in smaller registered investment advisers.
PE firm takes stake in Signet Financial
Merchant Investment Management will own a minority share of the $850 million New Jersey-based registered investment adviser.
