🔍 We’re exploring the intricacies of deal-making at the #DDMSummit with our session: Legal Debate: Opposing Counsels Negotiate & Collide Over Key Deal Terms Discover the dynamics as top legal minds clash and negotiate crucial deal terms. Moderated by Linda Paullin-Hebdin of Warner, Norcross + Judd. Featuring: - David Mainzer from Buchalter - Ted Motheral from Potomac Law Group Gain insights into the legal strategies shaping today's deals! Not registered yet? Sign up here: https://lnkd.in/gy4ETWde #LegalDebate #FinanceSummit #DealsandDealMakers #DDMSummit2024
ECHELON Partners
Investment Banking
Manhattan Beach, CA 8,239 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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Join us at the #DDMSummit2024 for an insightful session on the "State of TAMPs and Key Deals Shaping the Future." Moderated by: Shannon Rosic, Director of WealthStack, Informa Featuring: Johnathan Scheid, President, Buckingham Strategic Partners Mike Abelson, EVP Corporate Development, AssetMark Alex Goss, Co-Managing Partner, New Edge Advisors #TAMPs #FinanceSummit #WealthManagement #IndustryLeaders
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Join us at the #DealsandDealmakersSummit for an insightful session on "Private Equity’s Deal Making for the Industry’s Most Prized Opportunities." Explore the strategies and trends driving the most coveted deals in the industry featuring Michael Wunderli, Irene Keskinen, David Coneway, and Michael Hollander. Don’t miss this chance to hear from top experts and gain invaluable insights into the world of private equity: https://lnkd.in/gy4ETWde #PrivateEquity #DealMaking #DDMSummit2024 #WealthManagement
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Join us for "Breakaway to RIA – Evaluation of Trends, Opportunities, and Obstacles" at the 2024 #DDMSummit! Moderator Brett Mulder will sit down with Greg Gessert, Michael Seid, and Jonathan Kropf to share perspectives and insights on the latest trends and challenges in the RIA landscape. Don’t miss your chance to register! Visit: https://lnkd.in/gy4ETWde #RIATrends #WealthManagement #DealsandDealmakers #DDMSummit2024
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Interactive sessions. Innovative thought leadership. Engaging networking. Real deal experience. We hope to see you at the #DDMSummit2024. https://lnkd.in/gy4ETWde
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We're excited to announce another compelling speaking panel at the upcoming #DDMSummit2024! 🌟 Join us for "Private Credit’s Growing Influence in Wealth Management M&A," where industry leaders will delve into the evolving role of private credit in wealth management mergers and acquisitions. Moderated by Barnaby Audsley, this panel will feature spectacular industry heavy hitters Albert Hicks, Joe Mattina and Scott M. Rosen. Don’t miss this opportunity to gain insights from top experts and stay ahead in the rapidly changing landscape of wealth management. #WealthManagement #PrivateCredit #MergersAndAcquisitions #FinanceSummit #IndustryLeaders Secure your spot now: https://lnkd.in/gy4ETWde
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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 David Mainzer Kathy Freeman Godfrey Michael Wunderli Adam Farag Megan (Meg) Carpenter Brett Mulder Tim Welsh, CFP Kelli Cruz Richard Lofgren Barnaby Audsley Candice D. Carlton Susie McEuen Greg Gessert Jeffrey Kane Bischoff Dustin Mangone Sean C. Keenan Molly C. Corey Kupfer Oleg Tishkevich Pablo Bizjack Jeremy Fodaski Julie Littlechild John Turner Aaron Racino Linda Paullin-Hebden Bing Waldert Shannon Rosic Stephen Caruso Doug Fritz Nikolee Turner, MEd, MBA Michelle Odom Daniel Gilmartin Ted Motheral Jared Baucom Liz Fritz
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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
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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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