Sell-Side Expertise

ECHELON has led the sale of over 100 wealth and investment managers and WealthTech firms over the last 20 years. Our industry expertise, deep relationships, and understanding of the evolving landscape of buyers allows us to deliver value to our clients.

Our process and approach are customized to your specific needs and objectives. We take into consideration important financial, organizational, and cultural conditions to deliver for you, your employees, and your clients.

Sell-Side Expertise

Buy-Side Advice & Execution

As the number of industry M&A opportunities increases, buyers need more strategic guidance and support than ever before. ECHELON’s team of experts can assist with the development and execution of an acquisition strategy.

Buy-Side Advice

Merger Advisory Capabilities

ECHELON’s unique position in the marketplace has allowed us to act as an advisor to both buyers and sellers during a number of transactions. If you have already identified a potential partner, ECHELON can provide the third-party expertise you need to appropriately evaluate the potential partner and the combined entity. We structure deal terms and develop integration plans to make a merger a success. 

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Management Buyouts & Internal Transactions Assistance

ECHELON has unique experience advising management buyouts and internal transactions involving key employees and external, passive investors.

Management Buyouts

Key Benefits

FINRA Registered Broker
Our own FINRA-registered broker dealer that legally allows us to provide investment banking services
Holistic Integrated Solutions
Investment banking, management consulting, and valuation services from one platform to offer clients powerful, holistic, and integrated solutions
Leading Provider
A leading provider of valuation, transaction, and advisory services to wealth & investment management firms
Advised Over 500 Engagements
Experience advising on more than 500 engagements in the wealth & investment management industries
Most Extensive Network
Deep relationships and broad network highly within the wealth and investment management industries
Intellectual Property
A deep base of intellectual property in the form of databases, research reports, financial models, and legal documents

Select Engagements

Research

The FY 2023 ECHELON Partners RIA M&A Deal Report

Download this exclusive industry research report, which details the major M&A activity, top deals, and most important trends behind deal-making in the wealth and investment management industries.

Download now
The FY 2023 ECHELON Partners RIA M&A Deal Report
All securities activities are conducted exclusively through ECHELON Capital Partners, LLC, a registered broker-dealer and member of FINRA and SIPC.
ECHELON Partners and ECHELON Capital Partners, LLC are affiliated companies.