Merchant managing partner David Mrazik said that as Morgan Dempsey grows, it intends to expand its RIA practice for individual retail investors and will invest capital towards advisor recruitment efforts.

Morgan Dempsey Capital, a boutique asset management firm with $600M in assets under management (AUM), announced today its collaboration with Merchant to accelerate the adoption of risk-adjusted return methodologies within the wealth management community.

Merchant invested in Concurrent to support expanded growth initiatives when the firm was managing a little more than $12 billion in assets. Merchant’s Rick D’Amico called the firm’s growth “another testament to how far the industry has continued to evolve in terms of building these world-class independent, multi-billion-dollar RIA infrastructures.”

Today Merchant announced a strategic partnership with SCALE Global, an event set to convene the world’s most influential investors, entrepreneurs and thought leaders to ignite the future of capital and innovation, taking place in Las Vegas at the Bellagio from May 22-25, 2023.

At Merchant, Brinker works extensively with registered investment advisors to identify new investment opportunities and help them grow, giving him a strong understanding of the challenges advisors face, Littlechild said. It’s this experience she wants to bring to Absolute Engagement.

Leaders from both firms say the deal between wealthtech startup Opto Investments and financial services operating firm Merchant Investment Management isn't just about providing financial advisors greater access to the traditionally difficult-to-penetrate private market.

Brian Wood, Michael Peebles and DeAnn Gann are joining Legacy from Arvest Bank and will open a new office in Northeast Arkansas.

The financial services matchmaker and RIA investor are joining forces to provide succession seekers with more than just an introduction.

Since first partnering with Merchant in January 2018, AdvisorAssist has strengthened its internal resources and technology infrastructure to help advisors achieve maximum efficiency within an operational and risk management framework. Today, AdvisorAssist’s team of experienced consultants support over 700 registered investment advisory firms, with assets under management of more than $225 billion under its purview.

International wealth manager Brainvest has hired the former CEO of Julius Baer’s Brazilian family office operation to lead its business in Brazil and has also named a new global CEO as part of its international growth strategy, the firm announced on Wednesday.

Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.

Beachwood, Ohio–based RIAs MGO Investment Advisors and One Seven have merged, with Merchant Investment Management taking a minority stake in the new entity.

Merchant Investment Management continues to build up a portfolio of minority ownership stakes with the deal with $775 million, California-based Argos.

The serial RIA investor has made an investment in Crescent Bay Advisors (CBA), an RIA based in Corona Del Mar, Calif. that offers consulting services to wealthy individuals.

Merchant Investment Management has announced the purchase of minority stakes in four advisory firms so far in February, continuing its pattern of buying into growth-oriented registered investment advisors with a long-term view.

Fusion Family Wealth sells minority stake to Merchant

Inspiron Wealth Advisors, near Chicago, is the third RIA investment Merchant announced in 2022.

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