ECHELON Deals & Dealmakers Summit 2026

September 1-3, 2026 · Laguna Niguel, CA

The Deals & Dealmakers Summit is ECHELON Partners' annual gathering for the wealth management M&A community. ECHELON's deal reports are among the most widely cited data sources on RIA transaction volume and valuation, and the summit is where the buyers, sellers and capital providers behind those numbers meet in person.

Who attends

Investment bankers, private equity and family-office capital, aggregator and platform executives, RIA founders exploring liquidity, and the valuation and legal specialists who structure the transactions. It is a deliberately small, deal-focused room rather than a broad industry conference.

What's on the agenda

• Transaction volume, valuation multiples and where the market is heading

• Capital structures and the evolving role of private equity in wealth

• Seller readiness and what buyers diligence first

• Building a repeatable acquisition and integration model

Why data infrastructure shows up in diligence

Buyers increasingly look past the revenue multiple to the operating reality underneath it. A firm whose client, account and performance data is fragmented across systems is harder to value, slower to integrate and riskier to underwrite — and that discount is real. On the other side of the table, acquirers who cannot bring a new firm's data into a single view spend months running parallel operations before any synergy shows up.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems so acquired firms can be brought into one operational view without a full platform migration.

Talk to us about M&A data integration