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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
firm

Merchant Investment Management

In network coverage since September 21, 2026 · 4 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 29, 26Deal announcedIronbark Financial Group — coverage
Network coverage
Recruiting & transitions

Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams

Spire's advisors keep their own brands as independent contractors, and both advisors and employees become eligible for Concurrent equity after a year.
Deals & PE · Sep 30Merchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark
Recruiting & transitions · Sep 21A $425 million team prices independence against the employee channel
Moves · Sep 21The breakaway that left Raymond James now buys its teams
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