Articles from Merchant

Merchant, a global operating company providing growth capital, strategic resources, and support to independent financial services firms, today announced a strategic growth partnership with WR Valuation, a leading provider of comprehensive business valuation services. This collaboration significantly enhances the valuation capabilities available to Registered Investment Advisors (RIAs) and the business owners they serve across Merchant’s ecosystem and the broader independent wealth management industry.

Merchant, a global operating company providing growth capital, strategic resources, and support to independent financial services firms, today announced the appointment of Candice Carlton as Managing Director. In this role, she will lead the strategy and execution of initiatives designed to deepen connectivity, drive partner collaboration and accelerate innovation across Merchant’s ecosystem of partner firms.

Merchant, a global operating company that provides growth capital, strategic resources, and support to independent financial services firms, today announced the appointment of industry veteran Rich Policastro as Managing Director. In this role, Rich will help deepen engagement across Merchant’s expanding ecosystem of service partners, supporting advisors with access to best-in-class solutions across the wealth management value chain.

Mosaic Advanced Planning (“MAP”) introduces a powerful new resource to the wealth management industry, offering firms and financial professionals deep planning expertise and open-architecture risk management solutions. Backed by Merchant Investment Management, MAP provides integrated support to deliver estate planning, tax strategies, business succession, and complex wealth planning solutions to the Merchant ecosystem and the broader wealth management industry.

Merchant, a global operating company providing growth capital, management resources, strategic opportunities, and guidance to independent financial services companies, today announced a strategic growth partnership with Venning Advisors, a full-service CPA and advisory firm with 150+ professionals across 15 U.S. offices.

Merchant, a global operating company that provides growth capital, management resources, strategic opportunities, and guidance to independent financial services companies, today announced its expansion into Canada through a strategic partnership with SPM Financial, a leading independent financial services firm with over $1B CAD in Assets Under Management (AUM).

Morgan Dempsey Capital, a boutique asset management firm with $600M in assets under management (AUM), announced today its collaboration with Merchant to accelerate the adoption of risk-adjusted return methodologies within the wealth management community. This partnership aims to provide innovative solutions that address the evolving needs of wealth management professionals seeking enhanced risk management strategies in an elevated-risk environment.

Today Merchant announced a strategic partnership with SCALE Global, an event set to convene the world’s most influential investors, entrepreneurs and thought leaders to ignite the future of capital and innovation, taking place in Las Vegas at the Bellagio from May 22-25, 2023.

Legacy Capital, an Arkansas-based Registered Investment Advisor (RIA) and wealth management firm, today announced the opening of its Northwest Arkansas office with the addition of Brian Wood, CFA®, Michael Peebles, CFA® and DeAnn Gann, CFP®. This will further expand Legacy’s geographic footprint and strengthen Legacy’s position as one of the largest independent wealth management firms in Arkansas, with over $1B in assets under management and advisement and more than $2.5B of in-force life insurance.

Succession Link, the leading networking and communication platform connecting financial professionals considering M&A, announced its partnership with Merchant - a move that will help strengthen Succession Link to offer more value and solutions to its strong and growing community of financial advisers.

AdvisorAssist, LLC, the independent wealth management industry’s leading regulatory, compliance and business risk management consulting firm, announced its expanded partnership with Merchant to provide RIAs direct access to Merchant’s equity capital and debt solutions, strategic advisory and business support solutions through its collaborative ecosystem.

Redwood Investment Management, an institutional investment management firm working exclusively with financial advisors to deliver RiskFirst® solutions, will expand the breadth and reach of those solutions with Merchant’s partnership.