Submit Deal

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 Deals4

Valued Deals0

Total Valuevalue n/a

Avg. Deal Sizevalue n/a

Target: PROQUILITY PRIVATE WEALTH PARTNERS

Bidder: SIMON QUICK ADVISORS

7 Service Providers

12 Dealmakers

n/a

Value

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

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy