M&A Support

by Bridgemark Strategies

Gain control of your recruiting experience.

Are you stressed out about potentially changing your Broker/Dealer or RIA? Bridgemark Strategies is here to help you evaluate your options and put your mind at ease.

Bridgemark’s unique approach is financially agnostic and begins with assisting you in evaluating and prioritizing your goals and needs. Extensive research and analysis is applied to survey the marketplace and narrow down your options to a field of firms that best match your objectives.

From researching companies to negotiating any financial terms for a smooth transition, Bridgemark is here to help – saving you time and money and giving you greater peace of mind.

Please note, Bridgemark Strategies is not a recruiter.

Succession Link Advantage

  • Provide up to a 0.1% of trailing 12 months GDC credit to the Chalice Member (once originating fee is received)
  • Free 30-minute confidential conversation


  • RIA evaluation and search
  • Broker/Dealer search
  • Selling practices advice
  • Merging practices advice
  • Consulting and coaching

Become a Member to Access M&A Support

Best in Class M&A Support is a feature only available to Premier and Plus members.