CXO
CXO
Jun 9, 2021
E6: Echelon Partners. A Record Year for RIA M&A ft. Dan Seivert
Play • 31 min

More RIAs were bought and sold last year than in any other year on record. They were also bigger than ever, with an average AUM of $1.8 Billion*.

This week CXO sits down with Dan Seivert, CEO and Founder of Echelon Partners, an investment bank dedicated to servicing the wealth management industry, as he walks us through his views on the driving forces behind this unprecedented M&A activity.

Hear Michael's views on: 

  • A record year: how RIA M&A ended at an all-time high in 20201, in spite of the pandemic-induced global economic slowdown.
  • Movers and shakers: who are the big players in these markets? 
  • ‘The Valley of Doom’: why he believes firms must crossover before they generally become attractive acquisition targets.
  • A year in recap: an overview of The 2020 Echelon RIA M&A Deal Report.


Follow Echelon Partners:  Twitter, LinkedIn
Follow Dan Seivert: Twitter, LinkedIn
Follow CAIS: LinkedIn, Twitter, Facebook


*Echelon Partners, The 2020 ECHELON RIA M&A Deal Report

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