News & Events

Noteworthy press releases, transaction announcements, research releases, and quotes in the media

 

Press Mentions

ECHELON executives have been quoted extensively as leading authorities and industry experts in the wealth and investment management sectors by multiple industry publications.

Apr 13, 2020

InvestmentNews

RIA consolidation drags during COVID-19

“The 46 transactions we saw in the first quarter was pretty evenly spread across January, February and March, and the slowdown in deal activity was nowhere near as dramatic as people where expecting,” said Mark Bruno, Echelon managing director.

Apr 13, 2020

ThinkAdvisor

RIA M&A: Strong in Q1, but COVID-19 Set to Take a Toll

Echelon said RIAs were the most active acquirers in Q1 and were responsible for 19 transactions, or 41%, of the total deals in Q1, according to Echelon.

Apr 13, 2020

Financial Advisor

Resurgence Seen In RIA M&A Deals After Pandemic Slowdown

Total deal activity for 2020 is still projected to be strong, although it will fall slightly behind the record-setting deal making that took place in 2019, when 203 transactions were completed, and behind the 220 deals projected for 2020, Echelon said.

Jan 13, 2020

Barron's

Wealth Management M&A Sets Record in 2019

The deal tally exceeded 2018’s by 12.2% and represented a 15.4% annual growth rate over the past five years, according to the report from the investment bank and consulting firm.

Jan 13, 2020

NAPA

RIA M&A Deals in 2019 Set Record for 7th Straight Year

M&A activity in the wealth management industry reached a new record high in 2019 – the seventh straight record-setting year, according to a new report by Echelon Partners. 

Jan 13, 2020

InvestmentNews

M&A in the RIA space rides to another record year

Daniel Seivert, Echelon chief executive, cited increased access to credit and a growing list of quality buyers as among the key drivers in the rapidly accelerating M&A trend.

Jul 09, 2019

FinancialPlanning

No end in sight: Torrid RIA M&A market set to exceed 200 deals

The wealth management M&A market is on a white-hot streak and is poised to blast through the 200-deal barrier to hit an all-time high by year’s end, according to Echelon Partners RIA M&A Deal Report.

Jul 08, 2019

InvestmentNews

RIA acquisitions on record pace, despite sometimes volatile markets

Echelon Partners is predicting M&A activity in RIA space will be up 11% in 2019

Jul 08, 2019

ThinkAdvisor

Wealth Management M&A Deals on Track to Top 200 This Year

Breakaway activity reached a new high in the second quarter, Echelon Partners reports.

Apr 23, 2018

Breakaway Activity "Rampant" in First Quarter

Financial Advisor IQ

Apr 19, 2018

M&A Activity for RIAs Surges in Q1, Poised for Boffo Year

ThinkAdvisor

Apr 17, 2018

HighTower Advisors Lands $4.5 Billion RIA with Help from Bigger, Better Checkbook

RIABiz

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Press Releases

Apr 19, 2018

ECHELON Partners Releases Q1 2018 RIA M&A Deal Report Showcasing Heightened Breakaway Activity as Broker Protocol Exits Induce Deals

ECHELON Press Release

Oct 03, 2017

ECHELON Partners Facilitates an Investment In and New Partnership for Collins Investment Group

ECHELON Press Release

Aug 17, 2017

ECHELON Partners Named a Multiple Finalist in the wealthmanagement.com 2017 Executive Forum and Industry Awards

ECHELON Press Release

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ECHELON's gatherings attract the industry's leading executives and the service providers that help them achieve their business goals

ECHELON Events

ECHELON Partners regularly hosts and speaks at events, from small dinners with leading companies to multi-day conferences, bringing together visionary executives and the industry's finest service providers.

Sep 03, 2019

Deals and Dealmakers Summit

Hosted by ECHELON Partners

Sep 04, 2019

Deals and Dealmakers Summit

Hosted by ECHELON Partners

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Industry Events

Jan 01, 2020

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BNY Mellon | Pershing RIA Symposium

The RIA Symposium hosts growth-minded advisory firms and provides thoughtful content covering investment solutions, practice management, and technology (all which are complimentary to the topics of the DDM).

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© ECHELON Partners 2020. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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