Investing in independence

Merchant is a strategic and capital partner to thriving financial services companies that are run by founders and entrepreneurs focused on growth. Our simple approach, people-focused, and long-term capital yields true alignment.

What We Do

Since our inception in 2016, Merchant has partnered with industry-leading wealth management firms and service providers, focusing our team and capital on driving growth, operational scale, and new opportunities.

The Merchant Ecosystem expands across 46 states and 6 countries:

84
PARTNERSHIPS

~$155B
ASSETS IN ECOSYSTEM

3,000+
ADVISORS AND STAFF

Equity Capital Partnership

Merchant makes equity investments as a non-controlling and collaborative growth partner to help like-minded owner-operators scale their businesses effectively. We are fully aligned via our permanent capital, and work continuously to pursue all avenues of growth.

Minority

Non-controlling

Strategic

Collaborative

Custom Credit Solutions

Merchant offers flexible private financing to the independent wealth industry to fill the gap created by traditional credit solutions. In addition to private credit, borrowers also receive access to the expertise and best practices the Merchant ecosystem has to offer.

M&A/ Succession expertise

Flexible underwriting

Enhanced borrower experience

Value-add capital partner

Essential Business Services

Merchant's business infrastructure and risk management solutions remove administrative burdens and optimize industrial architecture. We can help establish new, complement existing, or replace resources and services that require change.

Regulatory and compliance services

CFO services
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Business and asset transition services

Operations and technology support

Alternative Investment Solutions

We apply our capabilities to design and access both traditional and alternative investment solutions. Our approach is proactive with respect to opportunistic views and reactive based upon client needs.

Co-sourced CIO and model portfolio services

Tactical fixed income and cash management

Alternative investments with a focus on lending and yield enhancement

Private and bespoke investment opportunities

We are looking forward to connecting with you