Merchant is a strategic and capital partner to thriving financial services companies that are run by founders and entrepreneurs focused on growth. Our simple approach, people-focused, and long-term capital yields true alignment.
Since our inception in 2016, Merchant has partnered with industry-leading wealth management firms and service providers, focusing our team and capital on driving growth, operational scale, and new opportunities.
84
Partnerships
~$155B
Assets in ecosystem
3,000+
Advisors and Staff
Merchant makes equity investments as a non-controlling and collaborative growth partner to help like-minded owner-operators scale their businesses effectively. We are fully aligned via our permanent capital, and work continuously to pursue all avenues of growth.
Minority
Non-controlling
Strategic
Collaborative
Merchant offers flexible private financing to the independent wealth industry to fill the gap created by traditional credit solutions. In addition to private credit, borrowers also receive access to the expertise and best practices the Merchant ecosystem has to offer.
M&A/ Succession expertise
Flexible underwriting
Enhanced borrower experience
Value-add capital partner
Merchant's business infrastructure and risk management solutions remove administrative burdens and optimize industrial architecture. We can help establish new, complement existing, or replace resources and services that require change.
Regulatory and compliance services
CFO services
Business and asset transition services
Operations and technology support
We apply our capabilities to design and access both traditional and alternative investment solutions. Our approach is proactive with respect to opportunistic views and reactive based upon client needs.
Co-sourced CIO and model portfolio services
Tactical fixed income and cash management
Alternative investments with a focus on lending and yield enhancement
Private and bespoke investment opportunities
