Merchant Partners with Southwestern Investment Group

INVESTMENT MANAGEMENT DEALS BLOG

February 11, 2022

On January 25, 2022, Southwestern Investment Group announced its partnership with Merchant Investment Management, LLC.

Under the terms of the transaction, Southwestern Investment Group (“SWIG”) will receive a minority investment from Merchant Investment Management, LLC (“Merchant”). The transaction closed in November 2021. Terms of the deal were not disclosed.

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.

SWIG, based in Franklin, Tennessee, is an independent wealth management company and one of the nation’s fastest growing Registered Investment Advisors. As of December 31, 2021, SWIG had approximately $5.8 billion in assets under management.

To read the press release: please click here.