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Monday, November 9, 2026 · Today’s edition, 6:30 a.m. ETMon, Nov 9 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
firm

Merchant Investment Management

In network coverage since September 21, 2026 · 5 stories
2Deals on our tracker
Deal recordFull tracker →
Nov 8, 26Deal announcedEmigrant Partners · Elevation Point — coverage
Sep 29, 26Deal announcedIronbark Financial Group — coverage
Network coverage
M&A

Merchant takes minority stake in Elevation Point as Emigrant exits

Terms were not disclosed, but Jim Dickson says the deal includes a significant increase in Elevation Point's delayed draw term loan.
Recruiting & transitions · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams
Deals & PE · Sep 30Merchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark
Recruiting & transitions · Sep 21A $425 million team prices independence against the employee channel
Moves · Sep 21The breakaway that left Raymond James now buys its teams
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