Merchant Partners with Morgan Dempsey

INVESTMENT MANAGEMENT DEALS BLOG

August 16, 2023

On July 31, 2023, Morgan Dempsey Capital announced it had entered a partnership with Merchant Investment Management, LLC.

Under the terms of the transaction, Merchant Investment Management, LLC (“Merchant”) has formed a strategic partnership with Morgan Dempsey Capital (“Morgan Dempsey”) to expand risk management capabilities between the firms. Further terms of the deal were not disclosed.

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

Morgan Dempsey, based in Milwaukee, is a boutique asset manager. Morgan Dempsey manages approximately $600 million in client assets.

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.