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Sunday, October 4, 2026The Morning Brief →Sign in
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David Wahlen

In PWD coverage since August 14, 2026 · 5 stories
PWD coverage
move

Merit's $888 million Commonwealth hire was paid partly in equity

Equity in the buyer is the package line that decides whether a breakaway keeps compounding after the signing.
Moves · Sep 18Merit bought a succession plan and paid for it in equity
M&A · Aug 14Merit Buys $900M Former Commonwealth RIA Bridgeway Group
M&A · Aug 14Merit Adds $900M Commonwealth Team, Sixth Since LPL Deal
M&A · Aug 14Merit Financial acquires $900M Bridgeway Group
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