Merchant Investment Management
Overview
Merchant Investment Management is a private partnership that provides growth capital, management resources, and strategic guidance to independent financial services companies, with a focus on wealth and asset management firms.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Presults | Oct 2022 | VC Round | Co-investor |
| Apollon Wealth Management | Jun 2019 | Strategic | Co-investor |
Key People
Bryan Staff
Co-Founder and Managing Partner
David M. Mrazik
Co-Founder and Managing Partner
Tim Bello
Co-Founder & Managing Partner
Rick DAmico
Founding Partner
Matt Brinker
Managing Partner
Beau Toth
Managing Director
Brad Moss
Managing Director- Head of Ecosystem Engagement
Candice D. Carlton
Managing Director - Engagement and Growth Strategy
Eli Glotzer
Managing Director
Matt McPeak
Partner, Managing Director
Nikita Fomin
Managing Director at Merchant Credit Partners
Rob Schimmel
Managing Director
Sarah R. Moros
Managing Director, Head of Legal
Barry Bergman
Partner
David Haintz
Partner
Glen Chesir
Partner
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
