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Merchant Investment Management Acquires Minority Interest in Infinex Investments

 
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Merchant Investment Management acquires minority stake in Infinex Investments, an independent broker-dealer.

A graph showing the partnership between Merchant Investment Management and Infinex Investments.

Infinex Investments is a leading independent broker-dealer that has been providing securities and investment advisory services for over two decades. The company is owned by Infinex Financial Holdings, Inc., and focuses on providing the investment, insurance, and wealth management needs of financial institutions. Infinex Investments' 750 financial advisers at bank and credit union programs manage over $30 billion in client assets.

In October 2022, Merchant investment Management acquired a minority interest in Infinex Investments. Merchant investment Management is a financial services operating firm that specializes in providing strategic and financial advice to middle market companies. The acquisition will help Infinex Investments expand its operations and customer base. It also provides Merchant investment Management with access to Infinex's extensive network of financial advisers and clients.

The acquisition of a minority interest in Infinex Investments is part of Merchant investment Management's broader strategy of diversifying its portfolio and expanding its presence in the financial services market. The firm is committed to providing its clients with access to a wide range of services, including financial planning, asset management, and insurance.

The acquisition of a minority interest in Infinex Investments will enable Merchant investment Management to offer its clients a more comprehensive range of services. The firm is confident that its strategic partnership with Infinex will help it to better serve its clients and expand its presence in the financial services market.

The partnership between Merchant investment Management and Infinex Investments will also benefit the Bank, which continues to use Infinex as its broker of record for its equity Investments. The Bank recently made a seven-figure demand to the Financial Industry Regulatory Authority (FINRA) against Infinex Investments. The Bank is confident that the partnership with Merchant investment Management will help protect its Investments and ensure that its clients are provided with the best possible services.

The acquisition of a minority interest in Infinex Investments by Merchant investment Management is good news for investors and clients alike. The firm is committed to providing its clients with access to a wide range of services and products, and its strategic partnership with Infinex will help it to do just that.

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infinex investmentsmerchant investment managementfinancial industry regulatory authorityfinancial servicesequity investmentsecuritiesinvestment advisorywealth managementinsuranceasset management
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