Merchant’s investment will fund Sowell’s new Advisor Partnership Program, providing equity and growth capital.

Through the partnership, Merchant partner firms gain direct access to Emerge's family office solutions, including personal CFO services for ultra-high-net-worth clients.

As Australia’s advice sector enters a defining new phase, Merchant is moving to deepen its local footprint with two heavyweight appointments.

In a wealth management industry increasingly defined by consolidation and outside investment, that mindset may prove as valuable as any source of capital.

Tim Bello, co-founder and managing partner at Merchant, said IFC “exemplifies what we mean by partnering with purpose” and described its culture as one where values serve as a practical lens for business decisions rather than “a tagline.”

The partnership unites two organizations grounded in a shared belief: that the most enduring advisory firms are built by partnering with purpose—aligning growth with values, long-term stewardship, and meaningful impact for clients, advisors, and communities.

‘Partnering with Merchant enables us to further invest in our people, capabilities and growth without compromising our mission or fiduciary commitment,’ Ackerman stated. ‘This partnership strengthens our ability to serve clients with clarity, conviction and impact.’

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.