On May 4, 2026, Merchant Investment Management announced it had taken a stake investment in Sowell Management.
Merchant Investment Management (“Merchant”) announced on March 4, 2026, its stake investment in Sowell Management (“Sowell”). Sowell negotiated the deal directly, which closed on April 30, 2026. Further terms of the transaction were not disclosed.
Merchant, based in New York, is an alternative asset management firm that also invests in and serves as a lender to registered investment advisors. Merchant manages approximately $340 billion in client assets.
Sowell, based in North Little Rock, Arkansas, is a registered investment advisor offering advisor platform and growth solution services. Sowell has approximately $6.5 billion in assets under management.
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