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In today’s economic environment, it’s tough to find an investment vehicle with a track record like ours. Targeting a 10-12% annual return, net of all fees & expenses, Merchant Opportunities Fund has delivered superior risk-adjusted returns with a consistent income stream to our investors while fueling the growth of Small Businesses coast-to-coast for over a decade.

Investment Highlights

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Merchant Opportunities Fund

Merchant Opportunities Fund is a private credit fund launched in 2010 that invests in private loans which deliver robust risk- adjusted returns with low correlation to traditional asset classes and a consistent income stream for investors.

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The fund has delivered consistent, highly attractive, and highly diversified returns to investors since 2010, proving our disciplined approach to risk management has been successful over the long term.

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What is Specialty Finance?

Specialty finance can be broadly defined as any financing activity that takes place outside the traditional banking system.

Specialty finance firms provide funding to consumers and businesses for a variety of uses. The lenders assess each loan request, looking at hard data which quantifies a borrower's intention to pay, ability to pay, and the asset value of pledged collateral as opposed to the more ratio-driven, formulaic approach that traditional banks usually follow.

Auto lending, retail consumer installment lending, supply chain finance, payroll deduction loans, small ticket equipment lending and leasing, accounts receivable factoring, trade finance, and small business loans are all examples of Specialty Finance Activities.

The Specialty Finance Market

Specialty financing is growing exponentially on a global scale. There is an expected 60% increase in the Specialty Finance marketplace is projected over the next 3 years with the global market is projected to be valued at $397B by 2024.

This growth in popularity is driven by private market-like returns, lower correlation with other asset classes, diversification across industry, geography and customer base, and greater liquidity than most other private alternatives.

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How it Works

We invest in short-term small businesses and consumer credit originated by successful specialty finance companies. We make a positive impact while generating an attractive, consistent, and highly diversified return for our investors.

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Why Merchant?

At Merchant Opportunities Fund, we leverage our intimate market knowledge and experience to select, assess and manage our growing portfolio.

This experience from our award-winning Fund Managers and Directors coupled with our demonstrated track record as prudent portfolio managers means that we know exactly what to look for as we continue to build and manage portfolios that produce consistent returns on capital. We have generated attractive yields since 2010 and are focused on managing capital with prudence.

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The Fund provides investors with a quarterly income stream earning an average annual return of 8.6% since its inception in 2010.

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Our Portfolio

In the years since our founding, we have diversified our activities with the mission of delivering the most consistent, robust investment product for investors over the long-term.

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Our Team

Our Fund Managers have decades of experience and unique market knowledge allowing the Fund to apply a proprietary and disciplined risk management process. Management, directors, and family members own roughly 25% of total fund equity.

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Our Fund Directors bring expertise across private lending verticals. Directors are not paid and all are substantial investors in the Fund.

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The Offering

Thank You!

Thank you for your interest in our offering! This campaign page provides a high-level introduction to our Fund. For a more in-depth overview, please view our offering memorandum in the documents section.

Questions? Please email cmarentette@merchantopportunitiesfund.com and a member of our team will be happy to help!

Forward-looking information. This communication contains certain statements or disclosures that may constitute forward-looking information under applicable securities laws. All statements and disclosures, other than those of historical fact, which address activities, events, outcomes, results or developments that the Fund anticipates or expects may or will occur in the future (in whole or in part) should be considered forward-looking information.

Disclaimer: This information is to be used for general purposes only and is not intended to provide any financial, legal, accounting, or tax advice. No securities regulatory authority or regulator has assessed the information expressed in this advertisement or the merits of securities described in this advertisement. We have provided a summary for information purposes and it not constitute a solicitation to buy or an offer to sell securities, nor shall it form the basis of an act as any inducement to enter into any contract or commitment. Any offering of securities will be conducted using applicable provincial securities offering documentation. This investment is considered high risk and for accredited investors and eligible investors only. Investors must consult one of our registered Dealing Representatives for product suitability. Potential investors should conduct their own due-diligence before investing. Prospective investors should consult their own counsel and seek advice from a registered financial advisor before making an investment decision.