Originally founded in New England in 1978, Venning is dedicated to helping SMBs and enterprise businesses, individuals, governments, non-profits, and trusts/estates with a comprehensive approach to their financial, tax and operational complexities and taking the industry forward with several AI-based initiatives to help solve for “what’s next” in the financial services arena.

“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.

Exploring opportunities across Brazil and Latin America, including São Paulo and Rio, we aim for smart expansion while maintaining boutique-level quality. This approach is integral to our DNA and was a key factor in partnering with Brainvest.

Merchant’s collaboration with Brainvest has enabled us to establish a premier consortium of wealth management professionals and multi-family offices aligned to achieving our cross-border objectives, and we're excited to further our partnership with Köli to advance their enterprise. - Tim Bello, Co-Founder and Managing Partner at Merchant.

Managing partner at Merchant Investment Management says RIAs’ growth and yield are the main attractions.

This combination represents a well-planned and well-executed merger of like-minded, multi-functional, and multi-custodial wealth management organizations and is a terrific illustration of the power and synergies within the Merchant ecosystem.

Merchant-backed Summit Financial has made a non-controlling, minority investment in Prostatis Financial Advisors Group—a Baltimore-based firm owned by “The Savvy Investor.”

Merchant managing partner Rick D’Amico weighs in welcoming the team and the continued partnership and collaboration with Summit and Prostatis.

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.