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Merchant Investment Management

Merchant Investment Management

New York City, New Yorkmerchantim.com

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.

Year Founded

2016

Portfolio Companies

3

Investments

Merchant Investment Management investments
CompanyDateStageLead
PresultsOct 2022VC RoundCo-investor
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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

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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

Portfolio analytics

Caplight clients see full sector, stage and valuation breakdowns for this investor.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is Merchant Investment Management based?

Merchant Investment Management is headquartered in New York City, New York, United States.

When was Merchant Investment Management founded?

Merchant Investment Management was founded in 2016.

How many portfolio companies does Merchant Investment Management have?

Merchant Investment Management has 3 portfolio companies in Caplight's dataset.

What are some companies in Merchant Investment Management's portfolio?

Portfolio companies visible on Caplight include Presults.

What was Merchant Investment Management's most recent investment shown here?

Merchant Investment Management's most recent investment in this portfolio sample was in Presults in 2022.

What sectors does Merchant Investment Management focus on?

Merchant Investment Management focuses on FinTech, FinTech, Enterprise Software, FinTech, Enterprise Software.

What company stages does Merchant Investment Management focus on?

Stage focus information for Merchant Investment Management is not publicly available.

What is Merchant Investment Management's AUM?

Merchant Investment Management's assets under management are estimated between $300.0B and $340.0B.

Firmographic Details

HeadquartersNew York City, New York
Year Founded2016

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