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 Leadership Team at Merchant is responsible for setting strategic direction and overseeing the firm's operations to ensure alignment with its mission of fostering growth capital and resources for independent financial services companies. This team, comprising senior executives with diverse expertise, collaborates to optimize business infrastructures, identify growth opportunities, and manage relationships with partner firms, ultimately driving value creation and supporting the entrepreneurial aspirations of their clients.

Leadership Team

Finance Team

Leadership Team

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Finance Team