Mergers & Acquisitions

Whether you are a buyer or a seller, an accurate valuation is one of the most critical elements of the dealmaking process. ECHELON has a true understanding of the most important drivers behind valuations in today’s M&A markets. Our valuation services have contributed to hundreds of mergers and acquisitions and are among the most widely used in the wealth and investment management industries.

Learn more about our expertise in Strategic M&A

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Equity Sharing

As your business grows and your organizational structure evolves, your need to reward and retain your top talent also increases significantly. ECHELON’s renowned valuation services can play a key role in the development and execution of equity sharing or similar rewards programs that are designed to create alignment and drive long-term growth.

Learn more about our equity sharing services

Equity Sharing

Succession & Continuity Planning

A thorough, third-party valuation should be at the core of any internal transition plan. Whether it’s a long-term succession plan or a continuity plan that addresses sudden changes in leadership, ECHELON’s valuation services create internal alignment to support these changes—and ultimately ensure stability in your business for clients and employees.

Learn more about our expertise in Continuity Planning

Succession and Continuity Planning

Ownership Changes

As firms grow and become more established, changes in leadership and ownership are a natural part of their evolution. ECHELON’s valuation services can assist you as you navigate the need for buyouts due to the departure of leadership, silent partners, or minority shareholders.

Learn more about how ECHELON can help your business navigate ownership changes

Ownership Changes

Assistance During Litigation

ECHELON’s team of managing directors is frequently engaged as expert witnesses to assist with litigation or disputes over the value of an organization. Our objective, third-party position—combined with our active experience valuing hundreds of wealth and investment management firms—can deliver the informed perspective that all parties need to reach a resolution during legal disputes.

Learn more about how we can help during litigation

Assistance During Litigation

Key Benefits

Valuation Driver Scorecard
Valuation Driver Scorecard
Obtain an accurate indication of where your firm stands relative to peers
Financial Models
Financial Models
Utilize detailed financial models of historic and projected income statements
Detailed Report
Detailed Report
View your firm’s financial profile with our user-friendly graphical analysis
Executive Summary
Executive Summary
Receive a high-level summary addressing the most salient points of the valuation
Personal Consultation
Personal Consultation
Deliver personalized presentations of our valuation directly to key stakeholders
Actionable Recommendations
Actionable Recommendations
Discuss options on how to improve your firm’s financial profile

Eight Key Drivers of Your Firm's Value

Growth and Scalability

Accounting and Financial Performance

Clients and Client Service

Human Capital and Employees

Legal and Governance

Sales and Marketing

Investments and Portfolio Management

Management and Processes

Research

The FY 2023 ECHELON Partners RIA M&A Deal Report

Download this exclusive industry research report, which details the major M&A activity, top deals, and most important trends behind deal-making in the wealth and investment management industries.

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The FY 2022 ECHELON Partners RIA M&A Deal Report