About Ducklin Group

Two decades of excellence in investment advisory — built on integrity, research, and lasting client relationships.

Our Mission

Preserving & Growing Generational Wealth

Founded in 2006, Ducklin Group was established on a simple but powerful belief: every client deserves an advisor who acts with the same care and conviction they would apply to their own family's wealth.

We have grown from a boutique advisory shop into a full-service investment firm, but our core philosophy has never changed — rigorous fundamentals, transparent communication, and a genuine long-term partnership with every client we serve.

Today, we advise institutions, family offices, and high-net-worth individuals across a broad range of investment needs, from portfolio construction to complex M&A transactions.

"Our goal isn't to be the biggest firm — it's to be the most trusted one."

— Ducklin Group Founding Principle

Our History

Milestones That Define Us

Two decades of disciplined growth and client-first innovation.

2006

Founded

Ducklin Group established as a boutique investment advisory firm with a focus on equity research and wealth management.

2011

Private Equity Division Launched

Expanded services to include direct private equity investing, targeting growth-stage companies across technology and healthcare sectors.

2016

$1 Billion AUA Milestone

Crossed the $1B assets under advisory threshold — a milestone that validated our long-term, research-driven investment approach.

2024

M&A Advisory Practice Established

Formalized our M&A advisory capabilities, bringing transaction specialists in-house to serve mid-market deal flow.

Leadership

Meet the Team

Experienced professionals who bring decades of institutional knowledge and a genuine commitment to client success.

Christopher Ducklin

Christopher Ducklin

Founder & Managing Partner

Founder of Ducklin Group with a background in investment and financial advisory. Committed to disciplined, client-focused capital solutions.

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Sarah Mercer

Chief Investment Officer

Leads portfolio strategy and asset allocation. Previously portfolio manager at BlackRock with expertise in global equities.

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James Park

Head of Private Equity

Oversees direct investment strategy and portfolio companies. MBA from Wharton, 15 years in PE and venture capital.

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Amara Osei

Head of M&A Advisory

Specializes in mid-market transactions across tech and industrials. Previously at JP Morgan's M&A group.