Not Your Garden Variety Private Equity with Tim Bello
Tim Bello from Merchant Investment Management joins to share his perspective as someone whose firm makes investments and forms partnerships mainly in the wealth management space. And no, this is not private equity.
Tim Bello joins Derek Bruton for Episode #21 of Can You Hold My Attention?
Hear Tim’s thoughts on industry consolidation, the key ingredients in a good deal, and what Merchant’s partner firms value much more than the capital they received from Merchant.
The Evolution of an RIA from Practice to Enterprise with Tim Bello
Tim Bello, Managing Partner of Merchant, joins Mindy Diamond on the show to talk about the role his firm plays in the independent landscape
The Deep Dive with Matt Brinker, Managing Partner, Merchant Investment Management
Matt Brinker discusses the future of M&A and the various capital solutions to think through.
Marc Spilker & John Peluso: Perspectives on the Evolving Advice Business
In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, join host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to share their perspectives on key trends unfolding in the wealth management space.
A Conversation with Ben Harrison and Marc Spilker
Harrison and Spilker plan to discuss the shifting tide of the wealth management industry, the rise of the independents, and how Pershing and Merchant are powering the advisory business.
Transforming wealth management with the right M&A deal with Rick D’Amico
Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.
Managing Your Advisory Business in Challenging Times and Preparing for a Shifting Landscape
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.