Fusion Family Wealth

Transaction overview

Reported completed

Exact closing date not established.

A February 10, 2022 article reproduced by Fusion Family Wealth reports that Merchant acquired a minority stake in the firm and that the transaction closed in June 2021. The exact closing day, stake percentage and consideration were not disclosed. The article’s description of Merchant’s usual investment size does not establish the percentage purchased in Fusion.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.