Welcome DealMakers!

We know how much you love high-powered research and analysis on mergers, acquisitions, capital raising, and valuation. We have been working diligently to assemble valuable deal intelligence and resources in this website. With these tailored solutions, we hope to help you answer complex questions and consummate the deals of your dreams!

     Dan Seivert – CEO, ECHELON Partners

Wealth Management Deals

Breakaway

Activity

Percentage Breakdown by Firm Type

Average AUM per Deal

Deal Advice

• Investment Banking

• Valuation

• Consulting

Deal Resources

• Research Reports

• Financial Models

• Databases

• Tools & Technologies

• Legal Documents

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• ECHELON Events

• Industry Events