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.

By establishing and optimizing business infrastructure, providing access to organic and inorganic growth opportunities, designing and accessing bespoke investment solutions and providing collaborative capital solutions to address a variety of business needs, Merchant unlocks greater value and entrepreneurial opportunity.

Investment Management

Merchant

David Eugene

Patrick Lane

Ryan Condon

Robert Schimmel

Beau Toth

Bryan Staff

Ann Marie Gorden

The Finance Team at Merchant is responsible for managing the financial health of the organization and its partner firms. This includes overseeing budgeting, financial reporting, and analysis to foster informed decision-making. The team collaborates on capital allocation strategies, assesses investment opportunities, and designs tailored financial solutions to support growth initiatives, ensuring alignment with Merchant’s goals of driving value and scalability in financial services.

Finance Team

Leadership Team

Finance Team

About

Team members

Other teams at Merchant

Leadership Team