Dan Seivert, CEO and founder of ECHELON Partners, leads a boutique investment bank specializing in M&A for wealth and investment management firms. Over the past 20 years, Seivert has guided more than 500 executive teams and boards through complex business strategies and transactions. ECHELON focuses on helping financial advisors and RIAs maximize the value of their practices, leveraging expertise in sale planning, marketing, competitive dynamics, and buyer alignment.
M&A activity in the wealth management sector is reaching record highs, fueled by private equity interest, strategic acquirers, and large platform consolidations. Advisors preparing to sell are encouraged to assess their firm’s growth drivers, operational strategy, and culture to appeal to potential buyers. Understanding how services, client relationships, and internal alignment create long-term value can significantly increase sale outcomes and future growth potential for sellers in today’s competitive market…