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Echelon Partners

HQ - Manhattan Beach, CA

Summary

ECHELON provides sell-side, buy-side, and merger advisory services to wealth and investment managers seeking strategic growth.

Market Context

Deals Overview

Total Deals3

Valued Deals0

Total Valuevalue n/a

Avg. Deal Sizevalue n/a

Target: PRIO WEALTH MANAGEMENT

Bidder: CERITY PARTNERS

4 Service Providers

2 Dealmakers

n/a

Value

Target: TRU INDEPENDENCE

Bidder: SANCTUARY WEALTH

7 Service Providers

22 Dealmakers

n/a

Value

Target: HAYES FINANCIAL INC

Bidder: MARINER WEALTH ADVISORS

3 Service Providers

6 Dealmakers

n/a

Value

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