Sell-Side Expertise

ECHELON has led the sale of over 100 wealth and investment managers and WealthTech firms over the last 20 years. Our industry expertise, coupled with our extensive network and understanding of the evolving landscape of buyers, allows us to deliver more value to our clients than any other investment bank. 

Our process and approach are customized to your specific needs and objectives. We balance the most important financial, organizational, and cultural considerations to ensure that we deliver the best possible outcome for you, your employees, and your clients.

Sell-Side Expertise

Buy-Side Advice & Execution

As the number of industry M&A opportunities increases, buyers need more strategic guidance and support than ever before. ECHELON’s team of experts can assist with the development of an acquisition strategy, identify targets that align with your objectives and your firm's culture, and structure the deal so all parties benefit and are set up for future success.

Buy-Side Advice

Merger Advisory Capabilities

ECHELON’s unique position in the marketplace has allowed us to act as an advisor to both buyers and sellers during a number of transactions. If you have already identified a potential partner, ECHELON can provide the third-party expertise you need to appropriately evaluate the potential partner and the combined entity. We develop optimal deal terms, organizational structures, and integration plans needed to make a merger a success.


Management Buyouts & Internal Transactions Assistance

ECHELON has unique experience advising management buyouts and internal transactions involving key employees and external, passive investors.

Management Buyouts

Key Benefits

FINRA Registered Broker
Our own FINRA-registered broker dealer that legally allows us to provide investment banking services
Holistic Integrated Solutions
Investment banking, management consulting, and valuation services from one platform to offer clients powerful, holistic, and integrated solutions
Leading Provider
The leading provider of valuation, transaction, and advisory services to $1BN+ wealth & investment management firms
Advised Over 500 Engagements
Experience advising on more than 500 engagements in the wealth & investment management industries
Most Extensive Network
The most extensive network in the RIA industry
Intellectual Property
A deep base of intellectual property in the form of databases, research reports, financial models, and legal documents

Select Engagements