Overview

Mergence is an investment firm created to acquire and operate a successful financial services business for the long-term. Our strategy is to partner with existing management to build upon the existing ownership's legacy and drive sustainable growth. Our Principal and Founder, Joe Millott, brings significant experience in the financial services and fintech industry, with a deep understanding of the market dynamics and emerging trends that will shape the sector over the coming decade. We combine this expertise with a fresh energy and perspective, as well as innovative strategies to unlock new growth potential and drive success. Preserving the culture of the acquired business is at the heart of our approach. We work closely with the existing team to ensure a smooth transition, leveraging their knowledge and experience, while respecting and honoring their decision to transition the business to new leadership.