Join us at the premier event for dealmaking in the wealth management industry! 🌟 Renowned leaders, professionals, and experts will gather at ECHELON’s annual Deals & Dealmakers Summit to engage in in-depth conversations on the most strategic and current M&A topics. Don't miss this chance to educate and inform yourself on the latest trends in wealth and investment management at the Ritz-Carlton in Laguna Nigel this August! Click here to register and learn more: https://lnkd.in/gy4ETWde #DDM #DealsandDealmakersSummit #DDMSummit2024 #WealthManagement
ECHELON Partners
Investment Banking
Manhattan Beach, CA 8,084 followers
Transforming succession planning and M&A for the wealth & asset management industries through a total platform approach
About us
ECHELON Partners provides world-class investment banking, management consulting, valuation, and research presentation services to founders and owners of wealth and asset management firms. ECHELON ensures a high level of excellence in all phases of its assignments, from the profiling of client needs to project completion. Clients want and deserve the best in overall services, industry knowledge, relationships, and senior-level experience. In the complex world of investment product developers and distributors, we believe no other firm offers a higher set of skills, expertise, and mission-critical advice to leading CEOs and industry decision makers. When you want to explore your firm’s highest potential, consider ECHELON's full suite of investment banking, consulting, and valuation services. With years of transaction experience on some of the most strategic transactions in the industry, we bring our unique approach to your firm to maximize value to your shareholders. We believe that the keys to successfully serving clients in this industry are a deep understanding of the business, an extensive network of contacts, a powerful set of processes and databases, and integrity and trust. ECHELON is committed to bringing all of these qualities to every engagement we handle. With a track record spanning hundreds of engagements, our team understands the unique needs of financial services industry executives and owners. We have a proven ability to guide our clients through a wide range of processes and market conditions to achieve their financial goals.
- Website
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http://www.echelon-partners.com/
External link for ECHELON Partners
- Industry
- Investment Banking
- Company size
- 2-10 employees
- Headquarters
- Manhattan Beach, CA
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Investment Banking, Management Consulting, Valuation, Research Presentations, Succession Planning, M&A, Succession Transactions, NextGen, Transitions, Wealth Management, Investment Management, wealthTECH, RIAs, Hybrids, Independent Broker/Dealers, Strategic Planning, Continuity Planning, Compensation Design, Equity Sharing Plan Design, Strategy, Expert Witness, Speaker, Internal Succession Planning, External Sale of Business, Wealth Management, Asset Management, Investment Management, RIAs, IBD, Hybrid, Wealth Managers, CEOs, and Executive Compensation
Locations
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Primary
1500 Rosecrans Ave., Suite 416
Manhattan Beach, CA 90266, US
Employees at ECHELON Partners
Updates
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Day two of the #DDMSummit2024 is packed full of informative keynotes, showstopping debates, amazing panels and SO MUCH MORE. We're starting off the day with some lessons in dealmaking brought to you by Tim Welsh, CFP, Kurt Miscinski, David Barton and Jack Petersen. You won't want to miss it! Not registered yet? Check out: https://lnkd.in/gy4ETWde #DDM #DealandDealmakers #DDMSummit2024 #LessonsinDealmaking
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ECHELON Partners is proud to have served as the exclusive financial advisor to Credent Wealth Management facilitating a strategic investment from Crestline Investors, Inc. As the leading advisor to the #wealthmanagement Industry, ECHELON Partners congratulates David Hefty, CFP® and Stacy Hefty for their entrepreneurial achievement and wish them continued success with their new partners. Read about the deal here: https://lnkd.in/gkRnu_GT
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We are thrilled to announce our first speaking session at this year’s Deals & Dealmaker’s Summit featuring James K. Dilworth, John M. Krambeer and Stacy Hefty speaking on “Overcoming The Myriad of Pre-Close Challenges.” This expert CEO panel will be moderated by Dan Seivert and focused on how to navigate the hurdles that can often come prior to deal closing. Please join us at this year's Deals & Dealmakers Summit to hear from these industry leaders and more. Hope to see you there! Register now: https://lnkd.in/gy4ETWde #DDMSUMMIT2024 #DealClosingChallenges #BusinessInsights #ClosingDeals #IndustryExperts
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Looking for a deeper understanding of how EQ plays a factor in your firm’s valuation and deal making? Tim Ursiny and Zach Ursiny will be taking the stage on day two of the 2024 Deals and Dealmakers Summit to share how you can master emotional intelligence and the psychology behind succession planning. Don't miss this and so much more at the #DDMSummit! Register now: https://lnkd.in/gy4ETWde #DealsandDealmakers #DDMSummit2024 #EmotionalIntelligence #SuccessionPlanning
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Don't miss the unparalleled opportunity to learn from 50+ industry experts at ECHELON’s annual Deals & Dealmakers Summit! Participate in enlightening panel sessions and network with leading professionals in the wealth management industry. Elevate your knowledge and connections in the most intellectually stimulating event of the year. #WealthManagement #Investment #M&A #Networking #DDMSummit2024
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ECHELON Partners has released its quarterly RIA M&A Deal Report for Q2 2024, which highlights key transactions and mega-trends shaping the industry. View previous reports and insights: https://lnkd.in/dwnY_xzv If you are interested in discussing the themes and transactions in this quarter’s report and what it means for you, do not hesitate to reach out to one of our senior team members. Dan Seivert, Michael Wunderli, Barnaby Audsley, Brett Mulder #wealthmanagement #M&A #wealthmanagementM&A #wealthtech #wealthtech M&A
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We are thrilled to announce more of our speaking sessions at this year’s #DealsandDealmakersSummit featuring ECHELON’s Michael Wunderli, Brett Mulder and Barnaby Audsley speaking on “Advanced Concepts of Deal Structuring, Valuation, & Legal Terms.” This expert panel will be moderated by Mark Bruno and focused on crucial insights around several aspects of the dealmaking process. Please join us at this year's Deals & Dealmakers Summit to learn valuable insights from these leading deal advisors. We look forward to seeing you at this must attend event! Register Now: www.dealsanddealmakers.com #DDMSUMMIT2024 #Conference #NetworkingOpportunities #IndustryExperts
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🔥 Don't Miss This! 🔥 We're thrilled to announce the keynote debate at the #DealsandDealmakersSummit, featuring the most insightful and motivational experts in the industry! Moderated by Megan (Meg) Carpenter, CEO, Ficomm Partners, the keynote debate will feature Dan Seivert, CEO, ECHELON Partners and Mark Tibergien, Independent Board Member, Consultant & Speaker! Prepare for an engaging and thought-provoking discussion as these industry leaders tackle the most pressing deal-related issues facing the wealth management industry today. Be there to witness it live: https://lnkd.in/gy4ETWde #DDMSummit2024 #IndustryLeaders #WealthManagement #FinancialInsights
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Don’t miss the premier M&A event of the year! Attend the 2024 Deals and Dealmakers Summit to take advantage of an unparalleled dealmaking experience and powerhouse networking with our industry’s top minds. Learn more & register at: www.dealsanddealmakers.com #DDMSummit24 #conference #experts
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