Axiom Financial to Partner with Merchant


March 18, 2021

On March 5, 2021, Merchant Investment Management, LLC announced its partnership with Axiom Financial Strategies Group, LLC.

Under the terms of the transaction, Axiom Financial Strategies Group, LLC (“Axiom”) has partnered with Merchant Investment Management, LLC (“Merchant”), with Axiom to receive a minority equity stake in Merchant. Terms of the deal were not disclosed.

Axiom, based in New Albany, Indiana, is a registered investment advisor that specializes in providing financial planning, wealth management, and transition/succession strategies to individuals, families, family enterprises and entrepreneurs. Axiom has approximately $450 million in assets under management.

Merchant, based in New York, is a private partnership that specializes in providing growth capital, management resources, strategic opportunities and advice to independent financial services companies.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.