A Private M&A Opportunity Network
SuccessionConnect™ connects wealth management firms with select acquisition and strategic partnership opportunities through a confidential, highly curated process.
Not a marketplace. Not a listing service.
Discuss Your Growth StrategyStrategic Growth Requires
More Than Access.
Successful M&A starts with understanding what you’re looking to accomplish. We evaluate your objectives, resources and acquisition criteria to identify opportunities where there is meaningful strategic alignment.
Strategic Fit
Growth objectives, geography, acquisition criteria and long-term priorities.
Financial & Operational Readiness
Financial capacity, infrastructure and resources to support acquisitions and future growth.
Culture & Alignment
Leadership philosophy, client experience and organizational fit.
A Disciplined Approach to Strategic M&A
Strategic Assessment
Define your objectives, acquisition criteria and priorities.
Opportunity Identification
Evaluate opportunities for strategic, financial and cultural alignment.
Confidential Introduction
Connect qualified parties when meaningful alignment exists.
Transaction Guidance
Support valuation, structure, diligence, negotiations and closing.
SuccessionConnect™ is intentionally selective. Opportunities are introduced when we believe there is a credible basis for a successful transaction and long-term partnership.
More Than an Introduction.
Succession Point remains an experienced strategic resource throughout the transaction—from evaluating economics and structure through negotiation and closing.
33+ YEARS | 3,500+ ADVISORS | $83B+ IN TRANSACTIONS
LOOKING FOR THE RIGHT ACQUISITION OPPORTUNITY?
Tap into our private advisor network to explore opportunities aligned with your growth strategy.
SCHEDULE A CONFIDENTIAL CALL.