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Articles tagged "Merchant Investment Management"


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Brian Hamburger: I ask advisors if they’ve walked across the street to the bank.

Thanks to a minor explosion in minority-stake deals, RIA M&A is still sizzling but it may be seller beware

For the RIA principal who wants cash, control and chips off the table, it's M&A ambrosia; but sophisticated buyers may be extracting more value than sellers realize

May 27, 2020 at 5:01 PM

Matt Brinker: The ecosystem we're going to build will support the lifestyle business, which for the last five years was doomed to extinction.

Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street

Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.

January 15, 2020 at 2:42 AM

Marc Spilker's sterling reputation gives Merchant instant credibility as it enters the RIA market.

Marc Spilker enters the RIA world with a mound of cash, a giant Fidelity testimonial and a kick-ass reputation as Goldman Sachs and private equity gunslinger

Leading a Merchant Investment Management venture loaded with ex-Dynasty, ex-Focus stars, his company plans to start out making bigger, quicker loans, then selling RIAs a wider range of services

July 1, 2019 at 6:09 PM

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