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Acquisitions are a fundamental part of our growth plans

At the heart of our expansion strategy is a steadfast commitment to strategic acquisitions that uniquely position us at the intersection of wealth with an alternative edge. Thus, we have integrated acquisitions as a cornerstone of our growth to navigate these nuances. Through proactive pursuit and seamless integration of complementary assets, we fortify not only our market presence but also elevate our ability to provide clients with an array of financial services spanning regions complemented by our Investment Banking heritage and expertise. These strategic initiatives underscore our management's agility and foresight, solidifying our role as a prominent player in the continually evolving sector of wealth management with an alternatives edge.

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We think long term

We strategically invest for the future, aiming to furnish organizations with the essential resources that facilitate accelerated growth and long-term expansion of their reach.

 
 
 

We honor progress & legacy

We are committed to honoring and nurturing your unique business identity, fostering team growth, and propelling your business forward. We celebrate entrepreneurship and robust customer relationships

 

We are business friendly

Our M&A process is designed to streamline the exchange of information with minimal disruption. We prioritize maintaining an open and transparent dialogue, consistently seeking creative solutions to expedite the process swiftly. 

We are prepared to collaborate

Leveraging our expertise in Investment Banking, we facilitate a seamless collaboration, fostering the exchange of insights and optimizing outcomes for a productive partnership.

 

Areas of Interest

Strategic Targets

The financial markets are dynamic, and timing is crucial. Our M&A is focused on ensuring that we identify strategic targets across RIA, MFD, PMS and AIF with a strong team and business prospect.

Geographic Expansion

Our M&A is focused on strategic and accelerated growth and through geographic expansion. As wealth decentralizes and the Octopus class comes in, Merisis is committed to have a presence in their lives.

Alternatives Edge

We also aim to sharpen our alternatives offerings by aligning with manufacturers of alternative investment products such as PMS, AIF and structured products.

Interested in exploring how we can grow together?

 

Contact Us Today!
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