Succession Link Accelerates Growth Plans with Merchant Partnership

December 07, 2022 at 10:05 AM EST

Partnership puts focus on providing new solutions, reinforcing commitment to connecting the RIA marketplace

Succession Link, the leading networking and communication platform connecting financial professionals considering M&A, announced its partnership with Merchant - a move that will help strengthen Succession Link to offer more value and solutions to its strong and growing community of financial advisers.

Since its founding, Succession Link has helped more than 57,000 advisers identify lending opportunities, start conversations around succession planning and introduce advisers looking to leave or start their own RIA. Merchant’s minority equity investment will support Succession Link’s continual efforts to expand the platform’s offering to current and prospective members for M&A, succession, business continuity and beyond.

“Merchant’s partnership connects us with industry leaders with decades of experience,” added Nick Gudz, Co-Founder of Succession Link. “Together, we’re going to expand the platform’s capabilities and scale to incorporate all of the tools advisers have asked us for.”

“With Phillip and Nick back in the driver’s seat, Succession Link is poised to deliver on its core mission and to become the premier marketplace for the wealth management industry to connect and partner,” said Tim Bello, Co-Founder and Managing Partner at Merchant.

Furthermore, the partnership will improve Succession Link’s Practice Valuation & Deal Terms Calculator by humanizing the experience with advisers through the growth lifecycle. Phillip Flakes, Co-Founder of Succession Link, added, “As Nick and I regained autonomy, we’re able to laser in on our core mission - helping advisers meet and start meaningful conversations.”

“Succession Link is a terrific resource for the entire wealth management industry – the platform and its users are representative of the variety, size and scale of the broader wealth management industry marketplace,” said David Mrazik, Co-Founder and Managing Partner at Merchant.

About Succession Link

Succession Link is the leading networking and communication platform connecting financial professionals who are interested in buying, selling or merging their businesses. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities. For more information, please visit www.successionlink.com.

About Merchant:

Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. For additional information, please visit www.merchantim.com.