Intelligence for the Dealmaking Community since 1965
Intelligence for the Dealmaking Community since 1965
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Echelon Partners

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Private Equity
Valeas Acquires Minority Stake in Sequoia Financial for $200 Million
Sequoia plans to use the money for expansion and to invest in its employees and technology.
October 19, 2022
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Financial Services
RIA M&A presents a $5T Opportunity for Cash-Rich Dealmakers
Regulatory changes have made the RIA fiduciary model more attractive for clients and advisors.
August 30, 2022
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Other Sectors
OkCupid for advisors: M&A matchmaking service debuts
SkyView Partners' new digital platform for RIA buyers and sellers joins a crowded field.
October 10, 2019

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