Insights

Target Market Focus Merit Investment Bank specializes in middle-market transaction advisory services, positioning it as an ideal partner for mid-sized businesses seeking mergers, acquisitions, or capital raising, particularly those aiming for strategic growth or exit strategies.

Strong Industry Reputation With over twenty years of experience and billions of dollars in transaction value arranged, Merit Investment Bank has established itself as a trusted advisor in the financial services sector, which can be leveraged to attract high-value clients.

Recent Leadership Expansion The addition of a new Managing Director, Christine Abato, signals active talent acquisition and growth, presenting opportunities to connect with senior-level decision-makers involved in complex deal-making processes.

Growth Potential Revenue in the range of 10 to 25 million dollars indicates a growing firm that may be seeking technology solutions, strategic partnerships, or client acquisition services to scale operations further.

Competitive Positioning While operating in a niche within the lucrative investment banking industry, Merit's size and focus on boutique, personalized services offer a unique value proposition for clients preferring tailored advisory over larger, more impersonal firms.

Merit Investment Bank Tech Stack

Merit Investment Bank uses 8 technology products and services including WordPress, Swiper, jQuery Migrate, and more. Explore Merit Investment Bank's tech stack below.

  • WordPress
    Content Management System
  • Swiper
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • ActiveCampaign
    Marketing Automation
  • jQuery Mobile
    Mobile Frameworks
  • PHP
    Programming Languages
  • YouTube
    Video Players
  • Nginx
    Web Servers

Merit Investment Bank's Email Address Formats

Merit Investment Bank uses at least 2 format(s):
Merit Investment Bank Email FormatsExamplePercentage
First.Last@jdmerit.comJohn.Doe@jdmerit.com
100%
First.Last@meritinvestmentbank.comJohn.Doe@meritinvestmentbank.com
100%

Frequently Asked Questions

Where is Merit Investment Bank's headquarters located?

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Merit Investment Bank's main headquarters is located at 3312 Rosedale Street Northwest, Suite 204. The company has employees across 1 continents, including North America.

What is Merit Investment Bank's phone number?

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You can contact Merit Investment Bank's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Merit Investment Bank's official website and social media links?

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Merit Investment Bank's official website is meritinvestmentbank.com and has social profiles on LinkedIn.

What is Merit Investment Bank's NAICS code?

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Merit Investment Bank's NAICS code is 52 - Finance and Insurance.

How many employees does Merit Investment Bank have currently?

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As of December 2025, Merit Investment Bank has approximately 18 employees across 1 continents, including North America. Key team members include Business Development / Executive Assistant To Ceo: C. R. D.Managing Director: C. A.Managing Director: C. B.. Explore Merit Investment Bank's employee directory with LeadIQ.

What industry does Merit Investment Bank belong to?

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Merit Investment Bank operates in the Financial Services industry.

What technology does Merit Investment Bank use?

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Merit Investment Bank's tech stack includes WordPressSwiperjQuery MigrateActiveCampaignjQuery MobilePHPYouTubeNginx.

What is Merit Investment Bank's email format?

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Merit Investment Bank's email format typically follows the pattern of First.Last@jdmerit.com. Find more Merit Investment Bank email formats with LeadIQ.

When was Merit Investment Bank founded?

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Merit Investment Bank was founded in 1996.

Merit Investment Bank

Financial ServicesWashington, United States11-50 Employees

At Merit Investment Bank Company, we deliver award-winning performance and Boutique Investment Banking services for our clients. Whether arranging a business sale, negotiating a merger or acquisition, raising capital or pursuing strategic ventures, Merit Investment Bank is focused on getting business owners the win they deserve. 

We have an entrepreneurial spirit and know that extracting premium value for clients requires integrity, intelligence, insight, instinct, and intensity. As a result, our team of tenacious dealmakers have arranged billions of dollars in transaction value over the past twenty years. Together, these key attributes ensure our clients’ success at the negotiating table.

With Merit Investment Bank, your future is our focus. 

Securities offered through Finalis Securities LLC Member FINRA / SIPC. Merit Investment Bank and Finalis Securities LLC are separate, unaffiliated entities.

Section iconCompany Overview

Headquarters
3312 Rosedale Street Northwest, Suite 204
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Merit Investment Bank's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Merit Investment Bank's revenue is estimated to be in the range of $10M$25M

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