Fueling Deals

Dan Seivert is the founder and CEO of ECHELON Partners, a leading investment bank and consulting firm in the wealth management and investment management industries. He is an experienced executive strategist and keynote speaker, and he has been quoted by key industry publications such as The Wall Street Journal, RIABiz, Investment News, Fortune, and Financial Advisor as a recognized industry expert. Dan specializes in mergers and acquisitions, corporate governance, raising capital, valuation, corporate finance, and private equity among other areas.What You Will Learn:Dan discusses ECHELON’s work serving three sub-industries in the financial services industry: investment managers, wealth managers, and wealth technology firms. He explains the services they offer including valuation, consulting, and equity-sharing.Dan talks about equity compensation and how he helps ECHELON’s clients determine how to set up an equity sharing program. He discusses the considerations firms should make to determine who to offer equi