400+ total transactions representing $50B+ in aggregate value — 8 tracked below spanning 2020–2025 · 1 industry
Ultra-high-net-worth advisory firm (former Morgan Stanley team) managing $1.1 billion in client assets. Sell-side advisory to United Capital Financial Advisors, marking United Capital's first acquisition since being acquired by Creative Planning.
Sell-side advisory on RIA acquisition by Carson Group, one of the largest wealth management aggregators (15+ deals in 2025).
Sell-side advisory on RIA acquisition by Mariner Wealth Advisors, a leading wealth management platform.
Growth equity investment in SEIA (wealth management platform) from Reverence Capital Partners. ECHELON served as strategic advisor on recapitalization transaction.
Boston-based RIA acquisition by Cerity Partners (portfolio company of Genstar Capital and Lightyear Capital). ECHELON served as sell-side advisor on transaction that expanded Cerity's AUM to $45 billion.
Major institutional transaction: buy-side advisory on GTCR and Reverence Capital Partners' acquisition of Wells Fargo Asset Management. Demonstrates ECHELON's capability with larger PE-sponsored deals and asset management acquisitions.
Sell-side advisory on sale of Adhesion (Vestmark portfolio company) to AssetMark, a leading wealth management platform.