SuccessionCONNECT™

A Private M&A Opportunity Network

Growth Through the Right Introductions.

SuccessionCONNECT™ connects Wealth Management firms with vetted acquisition and strategic partnership opportunities.

Why SuccessionCONNECT™

Strategic Growth Requires
More Than Access.

Successful M&A starts with understanding what you’re looking to accomplish. We evaluate strategic fit — objectives, geography and long-term priorities — along with acquisition readiness and cultural alignment to identify opportunities where the pieces genuinely match.

Our Approach

How It Works

Strategic Assessment

Define goals, resources and acquisition criteria.

Opportunity Identification

Source practices that fit.

Confidential Introduction

Connect qualified buyers and practice owners.

Transaction Guidance

Guide valuation, structure, financing, diligence and closing.

SuccessionCONNECT™ is a highly curated, confidential process — not a marketplace. Opportunities are introduced when we believe there is a credible basis for a successful transaction and long-term partnership.

33+years

More Than an Introduction.

Succession Point remains an experienced strategic resource throughout the transaction—from evaluating economics and structure through negotiation and closing.

BY THE NUMBERS

33+

Years of Experience

$83B+

in M&A Transactions Advised

3,500+

Advisors Served

~35%

of Advisors Retiring Within 10 Years

CAPTURING THE HISTORIC POSSIBILITIES

THE ADVANTAGES OF INORGANIC GROWTH VERSUS ORGANIC EXPANSION

Acquiring an established practice adds clients, cash flow, and continuity from day one — momentum that organic growth alone can take years to build.

CLIENT IMPACT

Marc McKoy
Senior Vice President, Capitol Securities Management Inc.

“Michele is hands-down the most knowledgeable advocate in the advisor M&A space. She has deep knowledge of the firms, deal structures, and what matters most to advisors. She brings clarity without pressure—always focused on what’s right for you and your business. Partnering with her and her team is a decision you can feel confident about.”

FAQ

BUYERS

Our sourcing covers solo advisors, small teams, and niche practices across various models and AUM sizes, matched to your geography, service approach, and long-term vision.

We connect you with capital partners and assist in structuring deals using earnouts, seller financing, and/or strategic partnerships to optimize both deal price and cash flow.

Yes. We evaluate your firm’s platform, resources, and deal terms, and provide suggestions based on industry comps to position you competitively in the market.

Alignment starts with comparing culture, investment-strategy styles and infrastructure capacity, then coordinating transition planning to ensure continuity.

Our market intelligence includes valuation benchmarks, active buyers, deal volume, and comps. This helps buyers define competitive strategies and deal structures to effectively secure acquisitions.

READY TO FIND YOUR NEXT PRACTICE?

Confidential guidance to identify, evaluate and acquire the right opportunity.

SCHEDULE A CONFIDENTIAL CALL