Deals Of The Day: The Latest In Wealth Management M&A – Legacy Knight, ECHELON Partners

Editorial Staff

14 August 2025

Legacy Knight
Legacy Knight, a Dallas-based multi-family office advisory team, overseeing about $2.2 billion in client money, has wrapped up a $20 million series A capital raise.

ECHELON Partners, an investment bank and advisory firm to wealth managers and regular commentator on M&A, exclusively provided financial advice to the MFO advisory firm, it said in a statement this week.

The MFO serves wealthy families and single-family offices, and specializes in working with entrepreneurs and corporate executives.

Matthew Ogle is CEO and founding partner of Legacy Knight; Abe Minkara is also a founding partner of the firm.