Company intelligence
ECHELON Partners
Transforming succession planning and M&A for the wealth & asset management industries through a total platform approach
About ECHELON Partners
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.
Verified activity
Signals from ECHELON Partners
14 published signals
Presence & Recognition
ECHELON Partners participated in the 2026 Deals & Dealmakers Summit in Laguna Niguel.
Reported by ECHELON Partners
Presence & Recognition
ECHELON Partners hosted the Valuation Masterclass led by Henry McMillan and Sam Sphire, focusing on how sophisticated buyers evaluate wealth management firms and what drives transaction value.
Reported by Sam Sphire
Presence & Recognition
ECHELON Partners held the 2026 Deals & Dealmakers Summit bringing together more than 200 leaders from across the wealth management industry.
Reported by Sam Sphire
Presence & Recognition
ECHELON Partners participated in the 15th Summit and 25th firm anniversary event.
Reported by Barnaby Audsley
Presence & Recognition
ECHELON Partners participated in the 15th Annual Great Dealmakers Debate at the 2026 Deals & Dealmakers Summit in Laguna Niguel, where Mark Tibergien and Dan Seivert took opposing sides on industry debates.
Reported by Dan Seivert
Presence & Recognition
ECHELON Partners is hosting Day Two of the 2026 Deals & Dealmakers Summit at The Ritz-Carlton in Laguna Niguel.
Reported by ECHELON Partners
Presence & Recognition
ECHELON Partners participated in the Day One of the 2026 Deals & Dealmakers Summit with a full house for the Valuation Executive Masterclass led by ECHELON Vice Presidents Sam Sphire and Henry McMillan.
Reported by ECHELON Partners
Presence & Recognition
ECHELON Partners joined moderator Mark Tibergien for The Growth Paradox during Day One of the 2026 Deals & Dealmakers Summit, sharing practical insights from Jason Ozur and Matthew Fleissig building and leading firms through scale.
Reported by ECHELON Partners
Presence & Recognition
ECHELON Partners hosted over 150 one-on-one Ask the Experts sessions throughout the Day One of the 2026 Deals & Dealmakers Summit.
Reported by ECHELON Partners
Presence & Recognition
ECHELON Partners celebrated its 25th anniversary with a special recognition presented by Mark Tibergien, a longtime mentor and friend to the firm, and ECHELON CEO Dan Seivert.
Reported by ECHELON Partners
Presence & Recognition
ECHELON Partners employee Dan Seivert accepted an award presented by Mark Tibergien at the Deals & Dealmakers Summit to commemorate 25 years of ECHELON.
Reported by Dan Seivert
Presence & Recognition
ECHELON Partners is hosting Day One of the 2026 Deals & Dealmakers Summit at The Ritz-Carlton in Laguna Niguel.
Reported by ECHELON Partners
Presence & Recognition
ECHELON Partners kicked off the 2026 Deals & Dealmakers Summit with an evening at Chart House in Laguna Niguel
Reported by ECHELON Partners
Presence & Recognition
ECHELON Partners is onsite at The Ritz-Carlton, Laguna Niguel to prepare for the Deals & Dealmakers Summit and welcome over 200 senior executives from the wealth management industry.
Reported by ECHELON Partners