Managing Your Advisory Business in Challenging Times and Preparing for a Shifting Landscape

Summary

Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.

Through capital alignment, Merchant is a non-controlling and collaborative growth partner to firms that seek to scale their businesses effectively and create value for their clients by combining personalized and localized service with institutional backing and global access.

RIAs are aligning with Merchant for expertise in growth strategies/M&A, technology and infrastructure, risk management and compliance, and investment solutions.

Now more than ever, attention must be paid to strategic business planning.

Join us here for this in-depth discussion that will cover:

• Optimizing your firm for success

• Identifying and executing opportunities for growth / M&A

• Accessing and using flexible and durable capital

• Building your own strategic plan

Speakers:

1. Marc Spilker
   Executive Chairman
   Merchant

2. David Mrazik
   Managing Partner
   Merchant

3. Matt Brinker
   Managing Partner
   Merchant

4. Rick D’Amico
   Managing Partner
   Merchant Credit Partners