News

The private capital provider looks to make good on its promise as a lifecycle partner to advisors as it hires the former M&A head at Hightower Advisors.

Rich will help deepen engagement across Merchant’s ecosystem of service partners, supporting advisors with access to best-in-class solutions across the wealth management value chain.

Heather Kelly, who launched outsourced planning entity and solutions platform Mosaic Advanced Planning last week, spoke to Citywire about her aims for the future of the Merchant-backed company.

Heather Kelly’s Mosaic Advanced Planning is backed by Merchant and RIA Apollon.

Back by Merchant and available to broader wealth management community, MAP elevates advisory firms with integrated expertise and solutions

Venning supports businesses, individuals, and institutions with comprehensive financial, tax, and operational solutions—while advancing the industry through AI-driven innovation.

“Evolving beyond minority stakes to lifecycle equity partners means Merchant has the flexibility to invest across the spectrum, from minority to majority positions, ensuring we can meet firms where they are and grow with them," - Tim Bello, Co-founder and managing partner.

Capital from Merchant Investment Management will help Republic expand its service offerings and hire additional staff in the process.

Industry Veteran Todd Fithian joins Merchant to propel strategic opportunities to growth-oriented wealth management firms throughout Canada

Republic Capital Group has worked with a long list of RIAs, including Creative Planning, Pathstone and others.

Mergers and acquisitions in the registered investment advisory space are rising due to private equity interest, potentially overshadowing core values like fiduciary responsibility, but the evolving landscape for growth capital presents new strategic options for advisors to maintain independence and enhance firm value.

Merchant expects to double its network of RIAs over the next two to three years, as it continues to expand globally.