Summit Investment Advisory Services announced its partnership with Merchant Investment Management, an alignment that will support the firm’s specialized service offering for retirement planning and also bring focus to Summit as a destination firm for like-minded advisors.

River Wealth Advisors (RWA), one of the largest independent registered investment advisory firms in Central Pennsylvania and the Lehigh Valley,, has entered a partnership with Merchant as the firm looks to accelerate growth under newly-elevated leadership

Merchant provided capital to become a minority investor in Southwestern Investment Group $6b AUM, as well as the debt facility for the principals and their advisors to buy their shares from the hybrid RIA's parent company.

Private Advisor Group, a prominent registered investment advisory overseeing $30 billion in client assets, has sold a minority stake to Merchant Investment Management.

Recognizing the opportunity to expand internationally, Merchant Investment Management has partnered with Brainvest Wealth Management, a $3 billion multi-shore firm offering wealth planning services and sophisticated, alternative investment solutions to complex, international families and entrepreneurs.

Matt Brinkerr spoke with Chana Zimmerman about M&A, roll-ups, and how 2022 may play out. Matt shares his perspectives on building national firms, differentiation, and expanding the scope of services we provide to clients.

Serial RIA investor Merchant Investment Management has taken a minority stake in Concurrent Advisors, an office of supervisory jurisdiction for a group of Raymond James-affiliated advisors with a combined $12.2bn in assets.

Merchant Investment Management, a New York–based private partnership that provides growth capital and other support to independent financial services firms, has taken a minority, non-controlling interest in Concurrent Advisors, a super office of supervisory jurisdiction of Raymond James Financial Services. San Diego–based Concurrent supports 55 advisory teams and a total $12.2 billion in client assets, Merchant’s biggest deal to date.

Concurrent Advisors, a company that helps breakaway financial advisors set up independent practices affiliated with Raymond James, has sold a minority stake to Merchant Investment Management.

Merchant Investment Management announced a minority equity investment in Concurrent Advisors, a partnership of independent wealth managers affiliated with Raymond James Financial Services, Inc. (RJFS), bolstering Concurrent’s offering to fuel growth and create alignment within its rapidly expanding network.

U.S. Capital Advisors and Legacy One Financial Advisors Merge Forces to Create One of the Largest Independent Wealth RIAs in Texas, Focused on Empowering Others

Merchant Investment Management, LLC, today announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs, and families—a move that will help propel Axiom’s growth initiatives.

Alaris Acquisitions, a team of merger-and-acquisition experts led by Allen Darby that works with a select group of wealth management firms by sourcing, negotiating, and closing new acquisition opportunities, announces its partnership with Merchant Investment Management, LLC.

A $1.4 billion registered investment advisory firm, announces the appointment of Cristina Campabadal to spearhead its continued growth in Latin America (LatAm) and Spain.

Merchant Investment Management, LLC, today announced its partnership with Miracle Mile Advisors, an independent investment advisory firm based in Los Angeles with $2 billion in assets under management.

Independent wealth advisory firm Baldwin Brothers, LLC today announces its partnership with Merchant Investment Management, LLC to ignite the next phase of the firm’s growth. The $1.2 billion RIA, founded in 1974, has received a minority equity investment from Merchant designed to propel the firm’s expansion initiatives.

The deal is ‘emblematic of the evolution that’s taking place in the wealth management industry,’ according to Merchant executive chairman Marc Spilker.

Corient Capital Partners, LLC, an independent wealth advisory firm with $3.1B of assets under management (AUM), announced today that it has formed a strategic partnership with Merchant Investment Management, LLC to fuel the growth of its business.

Sunpointe Investments, a leading investment consultant to high net worth families, family offices, and entities, announced that it has established a partnership with Merchant Investment Management, LLC

Elk River Wealth Management, a new RIA backed by a pair of ex-Envestnet executives, has added a $230m duo of advisors in Omaha, Neb.