concurrent-team-raymond-james

Merchant Buys Minority Stake in $12.2B Raymond James OSJ

July 26, 2021
By Diana Britton

Merchant Investment Management, a New York–based private partnership that provides growth capital and other support to independent financial services firms, has taken a minority, non-controlling interest in Concurrent Advisors, a super office of supervisory jurisdiction of Raymond James Financial Services. San Diego–based Concurrent supports 55 advisory teams and a total $12.2 billion in client assets, Merchant’s biggest deal to date.

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Development, News

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