The RIA M&A Deal Report
ECHELON Partners’ RIA M&A Deal 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 Deal Report 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 Q1 2020 RIA M&A Deal Report, please click here.
To download a previous edition of the RIA M&A Deal Report, please click below.
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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