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Cover Image Echelon Partners
Echelon Partners

Echelon Partners

HQ - Manhattan Beach, CA

Summary

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

Market Context

Deals Overview

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Total Deals4
Valued Deals0
Total Valuevalue n/a
Avg. Deal Sizevalue n/a
27 May 2025|United States|Financial Data and Systems
Proquility Private Wealth Partners
Simon Quick Advisors

Target: PROQUILITY PRIVATE WEALTH PARTNERS

Bidder: SIMON QUICK ADVISORS

7 Service Providers

3 Target | 4 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

09 Jan 2025|United States|Asset Managers and Custodians
Prio Wealth Management
Cerity Partners

Target: PRIO WEALTH MANAGEMENT

Bidder: CERITY PARTNERS

4 Service Providers

3 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

01 May 2024|United States|Financial Data and Systems
Tru Independence
Sanctuary Wealth

Target: TRU INDEPENDENCE

Bidder: SANCTUARY WEALTH

7 Service Providers

3 Target | 4 Bidder

22 Dealmakers

2 Target | 20 Bidder

n/a

Value

19 Dec 2022|United States|Diversified Financials
Hayes Financial
Mariner Wealth Advisors

Target: HAYES FINANCIAL INC

Bidder: MARINER WEALTH ADVISORS

3 Service Providers

2 Target | 1 Bidder

6 Dealmakers

5 Target | 1 Bidder

n/a

Value

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