firm

Merchant Investment Management

In network coverage since September 21, 2026 · 6 stories

1Deals on our tracker

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Sep 29, 26Deal announcedIronbark Financial Group — coverage

Network coverage

M&A

Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target

The Tampa hybrid RIA says Spire is its first platform purchase and that it wants one or two more a year, in a market where deal counts are shrinking while the assets in play are not.

move · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams

The Close · Sep 30Merchant's $255.9 million Ironbark stake puts AI in the capital plan

Deals & PE · Sep 30Merchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark

move · Sep 21A $425 million team prices independence against the employee channel

Moves · Sep 21The breakaway that left Raymond James now buys its teams