We are principally aligned growth partners. 



Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.

Through capital alignment, Merchant is a non-controlling and collaborative growth partner to firms that seek to scale their businesses effectively and create value for their clients by combining personalized and localized service with institutional backing and global access.

By establishing and optimizing business infrastructure, providing access to organic and inorganic growth opportunities, designing and accessing bespoke investment solutions and providing collaborative capital solutions to address a variety of business needs, Merchant unlocks greater value and entrepreneurial opportunity.


Who We Are

The Merchant team brings decades of experience and resources having held senior leadership roles in numerous global financial services firms, including Apollo Global Management, Goldman Sachs, Eton Park Capital, Skybridge Capital, Focus Financial Partners, Dynasty Financial Partners and Purshe Kaplan Sterling Investments.