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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Merchant Investment Management

The Evolution of an RIA from Practice to Enterprise

The Evolution of an RIA from Practice to Enterprise

Tim Bello of Merchant Investment Management discusses the growth of the independent space and the burgeoning cottage industry that fills capital, service and support gaps, creating new paths for those who have a desire to grow their own enterprises.

Merchant bolsters RIA reach with Matt Brinker hire

Merchant bolsters RIA reach with Matt Brinker hire

Louis Diamond Quoted – By Charles Paikert, Financial Planning – Matt Brinker, the M&A mastermind who supervised 90 deals in his 13 years as a top executive at United Capital Partners, has joined Merchant Investment Management as a managing partner. The move strengthens the New York-based holding company’s already formidable executive lineup and underscores the company’s bid to become a major player in the RIA M&A market.

Recent News & Articles

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  • From Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm
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