Merchant Acquires Minority Stake in Fusion Family Wealth


February 24, 2022

On February 10, 2022, Merchant Investment Management, LLC announced that it had acquired a minority stake in Fusion Family Wealth.

Under the terms of the transaction, Merchant Investment Management, LLC (“Merchant”) acquired a minority stake in Fusion Family Wealth (“Fusion”). The deal closed in June 2021. Further terms of the deal were not disclosed.

Merchant, based in New York, is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.

Fusion, based in Woodbury, New York, is a registered investment advisor that provides behavioral-based wealth planning strategies and investment management services. Fusion manages roughly $1 billion in total client assets.

To read the press release: please click here.

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