Clayton Chandler brings deep experience to lead data and AI strategy across Merchant’s growing RIA ecosystem.

Chandler brings extensive experience helping financial services organizations use data more effectively to inform decisions, improve operations, and better serve clients.

Merchant’s lifecycle equity approach allows us to preserve independence while gaining immediate access to a world-class team and capital to expand our advisor base and professional team,’ Michael McDermott stated.

The collaboration underscores both firms’ commitment to building durable, client-focused businesses.

The up-and-coming Los Angeles-based RIA is looking to tap Merchant's resources to strengthen its alts distribution, advisor recruitment, and family office services.

Founded in 2022 by John Krambeer, Validus has established itself as a modern multi-family office platform designed for ultra-high-net-worth (UHNW) families.

Merchant Investment Management has taken a minority stake in Validus Capital, the El Segundo, Calif.-based RIA and multi-family office formed by Camden Capital founder John Krambeer.

Partnership with $4.2B+ RIA strengthens Merchant’s commitment to client-aligned, independent firms across all stages of growth

After a lengthy search, Merchant Investment Management has added a trust company to its ever-expanding ecosystem, partnering with essential service providers within the wealth management industry.

Collaboration empowers RIAs with flexible, conflict-free trust administration options supporting long-term legacy planning for high- and ultra-high-net-worth clients

Tim Bello, co-founder and managing partner at Merchant, sees its new relationship with WRV as "an expansion of the vision we had and we invested in with Republic Capital Group," particularly for independent RIAs working with small- to mid-size entrepreneurs.

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.

In this role, Carlton 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.

The minority RIA investor taps Candice Carlton to launch a new division focused on peer collaboration and growth strategies among Merchant’s over 100 portfolio firms.

‘We’re happy to welcome Stone Temple Partners to the Merchant community,’ Rick D’Amico, a Merchant managing partner, said in an email to Citywire. ‘Their deep client commitment, institutional investment capabilities and entrepreneurial vision align perfectly with the type of firm we’re proud to support.’

The private capital provider looks to make good on its promise as a lifecycle partner to advisors as it hires the former M&A head at Hightower Advisors.

Rich will help deepen engagement across Merchant’s ecosystem of service partners, supporting advisors with access to best-in-class solutions across the wealth management value chain.

Heather Kelly, who launched outsourced planning entity and solutions platform Mosaic Advanced Planning last week, spoke to Citywire about her aims for the future of the Merchant-backed company.

Heather Kelly’s Mosaic Advanced Planning is backed by Merchant and RIA Apollon.

Back by Merchant and available to broader wealth management community, MAP elevates advisory firms with integrated expertise and solutions