June 24th, 2020 · 3 min readRead from source
SAN DIEGO, CA June 24, 2020
Succession Link, the industry's leading marketplace for connecting financial professionals with their ideal opportunity to buy, sell, or merge, is excited to announce a personalized matching service for businesses interested in merging or being acquired. From Chalice Network, comes the exclusive e-MERGE Matchmaking Service. Using the unique and comprehensive Compatibility Score technology, e-MERGE provides matches which lead to introductions to help advisors form long term, successful relationships.
Succession Link’s new e-MERGE Program provides concierge support through the entire process, from start to finish. e-MERGE provides members with matches and introductions to find the ideal long-term relationship and gain success.
e-MERGE members are equipped with a comprehensive business valuation report, dedicated engagement consultants, professional outreach by an experienced investment banker, and secured capital to consummate the marriage. This program is designed to find and select matches after back grounding and careful review. e-MERGE then expedites compatibility matching by running 234 million “scenarios,” or matching attributes of potential buyers and sellers, including geography, custodians and the tech utilized, enabling a compatibility rating far more specialized to each party's particular needs.
For this program, Succession Link partnered with Republic Capital Group and Merchant Credit Partners to form the trifecta of success.
“We couldn’t be more excited to participate in the Succession Link e-MERGE Concierge Program. This educated and timely decision to help advisors not only survive but thrive via mergers and through the idea that becoming bigger together is better than if they were apart. I am honored to be the investment banker selected to facilitate the future success of these merging financial service professionals,” says John Langston, CM&AA, CAIA, Founder and Managing Director of Republic Capital Group.
To further round out the offering suite, Succession Link is proud to be collaborating with Merchant Credit Partners, to make available structuring expertise and customized capital solutions. “We at Merchant are excited to partner alongside Republic to bring an institutional quality advisory and capital solution to the Succession Link network,” says Rick D’Amico, Head of Merchant Credit Partners. As a collaborative partner, the Merchant team brings decades of experience and resources having held senior leadership roles in numerous global financial services firms.
“Succession Link is putting the M back in M&A. The lost art of merging from the 80s and 90s has been reinvigorated through the Succession Link Concierge Program. The smaller advisors and independent advisors are recognizing that it is better to be together than try to go it alone,” says Keith Gregg, CEO of Chalice Network.
With over 54,000 registered members, 42% of Succession Link’s growing network indicated interest in merging or selling. With the assistance of experienced professionals, the possibilities are endless with Succession Link’s e-MERGE Matchmaking Service.
About Succession Link Succession Link is the leading networking marketplace for financial professionals who are looking to buy, sell, or merge their businesses. A wholly owned subsidiary of Chalice Network, Succession Link is the platform you need to find your most compatible match without all the fees of a middleman. Search for related buyers/sellers by opportunity type, AUM size, amount of revenue generated and much more. Visit www.successionlink.com for more details.
About Chalice Network™ Chalice is a Digital Marketplace PaaS (Platform as a Service) with a community of 53,000+ SMBs consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals. Chalice was purposely built to give SMBs economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate. Visit www.chalicenetwork.com for more information.
About Republic Capital Group Republic Capital Group specializes in providing investment banking services to the RIA, Asset and Wealth Management communities. Republic Capital Group serves firms throughout the country and clients include a number of industry leaders. Learn more about Republic Capital Group at www.republiccapgroup.com or email firstname.lastname@example.org.
About Merchant Investment Management, LLC 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.