Complementing your local touch with a global reach.


Business Lines

Merchant provides collaborative capital solutions to address a variety of business needs, establishes and optimizes business infrastructure, provides access to organic and inorganic growth opportunities, and designs bespoke investment solutions. 


Growth Partnership & Capital Solutions


Principal Alignment


Merchant makes equity investments to partner with like-minded owner operators. Our approach is simple - principal capital allows for a true alignment of interests.

  • Minority

  • Non-controlling

  • Strategic

  • Collaborative


Merchant Credit Partners


Growth Capital


Merchant Credit Partners is a strategic capital provider to the wealth management industry. We provide bespoke, cost-effective lending solutions that are tailored to each individual borrower and support their company in achieving its financial objectives.

  • M&A

  • Succession

  • Advisor Recruiting

  • Working Capital Optimization

  • Dividend Recapitalization


Business Infrastructure & Risk Management


Enhancement and Optimization


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 and controller services

  • Business and asset transition services

  • Operations and technology support


Asset Management & Investment Solutions


Creation and Implementation


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


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