SkyView Partners relies on the expertise of wealth management M&A consultants. We are happy to highlight a preferred partner Echelon Partners.

Echelon Partners works with wealth advisors, investment managers and their respective firms. Echelon Partners was founded in 2001 in order to provide those within these fields with support and guidance during periods of transition and growth. Echelon Partners offers clients a full suite of investment banking, consulting, and valuation services in order to maximize the value of their firms. In addition to the expert advice and consultation that they provide, Echelon Partners also provides the financial services industry with the following products and services:

  • Research Reports
  • Legal Documents and Assistance
  • Databases
  • Financial Models
  • Business Valuations

Lead by Dan Seivert, CEO and Managing Partner, Echelon Partners has years of transaction experience on some of the most noteworthy transactions in the industry. Mr. Seivert has worked with over 300 executive teams to help them complete varying business strategy transactions. He has also conducted over 500 business valuations and evaluated 2,000 acquisition targets. The remainder of Echelon’s executive team consists of Michael Wunderli, Managing Director, Carolyn Armitage, Managing Director, and Andrea Polizzi, Vice President.

To learn more about Echelon Partners and their services, please visit:

Ready to take your practice to the next level? SkyView Partners is focused exclusively on the financing needs of independent and registered investment advisors. We focus on providing financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring. For more information on funding your financial advisory M&A initiatives, visit

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