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June 10, 2019 at 03:26 PM
Fidelity Clearing & Custody Solutions has announced a strategic relationship with Merchant Investment Management that will provide Fidelity’s custody clients discounted access to capital for acquisitions.
“Today’s most competitive and future-ready firms are achieving scale through M&A.… But it takes capital to create scale — and with the average deal size increasing three-fold in the past five years, access to that capital can sometimes be a roadblock,” said David Canter, head of the RIA segment at Fidelity Clearing & Custody Solutions. “Lending solutions like this one are a game changer for firms looking to make strategic acquisitions to create long-term, sustainable value.”
In addition to discounted access to capital for RIA firms that custody with Fidelity, Merchant is offering those Fidelity clients reduced rates to several other capabilities offered through its family of companies, including AdvisorAssist, a suite of compliance solutions, and Compass, which provides outsourced CFO and accounting services for advisory firms.
