News, Comment & Analysis results for Echelon Partners
Beacon Pointe Acquires $1.2 Billion Firm, Expands East Coast Footprint
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
2025 Was Another M&A Record For Wealth Sector – ECHELON Partners
With deal-flow continuing to break records, M&A data also shows that activity is not confined to
Which Private Equity-Backed Wealth Firms Might Have "Investment Shift" In 2026?
With private equity ownership now being a major factor in North American wealth management, the
Wealth Management M&A Hit Fresh Highs In Q3 2025 – ECHELON Partners
Among its predictions is that annual deal volume could reach 440 this year. The North American –
Deals Of The Day: The Latest In Wealth Management M&A – Greenspring, Carson, TritonPoint, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
How Dynasty's Investment Bank Model Is Shaping Up
As the Florida-headquartered wealth management group has evolved, and developed an investment
How Focus Financial’s Future Is Tied To PE Owner’s Endgame
Looking back at a takeover of the US wealth management house, our correspondent examines how Focus
Deals Of The Day: The Latest In Wealth Management M&A – Modera, Ferrentino, United Capital, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Deals Of The Day: The Latest In Wealth Management M&A – Legacy Knight, ECHELON Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Never Mind Market Dramas: RIA Mergers, Acquisitions Sizzle In Q2
Among the details of the quarterly report, ECHELON Partners noted that private equity-sponsored