Testimonials

“My colleagues and I believe it is essential to have an advisor with intimate knowledge of the investment industry as well as the experience of having advised on transactions.  To find this expert we asked the most prominent industry leaders which firm we could trust to guide our organization in the right direction. The same firm name kept coming up: ECHELON Partners.  In working with Dan Seivert and his team on various projects over the past eight years, we have greatly benefited from their visionary advice and deal expertise.  ECHELON’s people-centric ways and the value they have created in our organization is the reason we stay in close contact with them regarding all of our strategic decisions.”

 

Jim Heard, CFP

President & CEO – Windham Brannon Financial Group

“I wanted to write a note thanking ECHELON Partners for its invaluable service to us over the past several months.  One of my initial goals prior to pursuing my deal opportunity was to work with the best consultants and advisors in the wealth management industry so that the very best effort would be made toward a successful deal conclusion.  By working with ECHELON Partners I was able to accomplish that goal.  There is no doubt in my mind that you and your team, through your unique and in-depth knowledge of the industry, put me and my firm in the very best position possible to win the deal.  Thank you again for your professionalism throughout this process.  I look forward to staying in touch.”

 

John Charles Kernodle

President and Founder – Strathmore Capital Advisors, Inc.

Clients & Experience

Clients with More than $1 Billion in AUM/AUA

Related Assignment

Core Assignment

Revenue

AUM

Firm Description

Key Challenges of Client

Case Studies

Northern California Wealth Manager

$10 Bn

$9.8 MM

Valuation & Deal Structuring

  • Buy-side client needed to understand the value of the target in order to determine its value drivers, synergies that might result from a potential combination, and how much to bid with this valuation in mind.

  • Development of management compensation packages and agreements

  • Facilitation of negotiations with founding management and successor managers

 
 
 
  • Development of management compensation packages and agreements

  • Facilitation of negotiations with founding management and successor managers

  • Buy-side client needed to understand the value of the target in order to determine its value drivers, synergies that might result from a potential combination, and how much to bid with this valuation in mind.

Northern California Wealth Manager

$10 Bn

$9.8 MM

Valuation & Deal Structuring

  • Development of management compensation packages and agreements

  • Facilitation of negotiations with founding management and successor managers

  • Buy-side client needed to understand the value of the target in order to determine its value drivers, synergies that might result from a potential combination, and how much to bid with this valuation in mind.

Northern California Wealth Manager

$10 Bn

$9.8 MM

Valuation & Deal Structuring

  • Development of management compensation packages and agreements

  • Facilitation of negotiations with founding management and successor managers

  • Buy-side client needed to understand the value of the target in order to determine its value drivers, synergies that might result from a potential combination, and how much to bid with this valuation in mind.

Northern California Wealth Manager

$10 Bn

$9.8 MM

Valuation & Deal Structuring

  • Development of management compensation packages and agreements

  • Facilitation of negotiations with founding management and successor managers

  • Buy-side client needed to understand the value of the target in order to determine its value drivers, synergies that might result from a potential combination, and how much to bid with this valuation in mind.

Northern California Wealth Manager

$10 Bn

$9.8 MM

Valuation & Deal Structuring

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