The RIA M&A DealBook
ECHELON Partners’ RIA M&A DealBook Report provides executives with a set of high-powered research and analysis on mergers, acquisitions, capital raising and valuation. We have assembled the RIA M&A DealBook to provide valuable deal intelligence and resources to help equity owners and executives better understand the Mergers and Acquisitions environment for Wealth Management, Investment Management, WealthTECH, and Breakaway firms.
To download a copy of the RIA M&A DealBook, please click here.
The Seivert Report
ECHELON Partners’ The Seivert Report provides executives with an effective tool for the valuation of public and private wealth and investment management companies, a key subset of the financial services industry. The report is specifically designed to help equity owners and executives understand public comparable valuation in the context of selling companies, buying companies, raising capital, investing, conducting buyouts, executing spin-offs, starting new ventures, and/or developing equity compensation programs.
To download a copy of the Q1 2016 Seivert Report, please click here.
In addition to its services, ECHELON offers the resources listed below, which its clients find valuable in helping them achieve their goals.
|Processes & Databases||Financial Models||Tools & Technologies||Legal Documents|
- ECHELON Partners Firm Overview
- Board Advisory and Conference Speech Services
- Buying and Selling Services
- Continuity Planning Services
- Merger Services
- Succession Planning Services
- The Seivert Report
- Valuation Services
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