SEPTEMBER 8-9, 2020 | The Resort at Pelican Hill

Welcome to the Deals & Dealmakers Summit

We are very excited to be hosting the ninth edition of this event, which promises to be even more motivational, creative, and entertaining!

September 8th-9th, 2020

Day 1: Tuesday, October 18

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Interactive Sessions. Innovative Networking. Applied Workshops. Real Deal Experience.

The 2020 Deals and Dealmakers Summit has been named a Top Advisor Conference for 2020 according to Michael Kitces

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Agenda 2019

Day 1: Tuesday, September 3, 2019

Day 2: Wednesday, September 4, 2019 

Testimonials

I have attended 8-12 conferences a year for the past 25 years and this was one of the most productive, educational, and entertaining events I have ever enjoyed!

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CEO of $BN+ RIA Looking to Sell

Carolyn, Dan, and the ECHELON team hosted a terrific event. Rich Content + Efficient Format = Winning Strategy! Thank you for including us.”

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C-Level Exec. of Industry Leading Acquirer

I really enjoyed the unique sessions like Dan and Mark's Keynote Debate and the four leading attorneys engaging in a mock negotiation. We go to so many conferences and it’s refreshing to see something new.

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CEO of National PE-Backed Buyer

That was the most productive thirty-six hours I have ever spent at a conference. I really enjoyed the one-on-one interaction with key decision makers and industry leaders of such high caliber.

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Platinum Sponsor

Thank you to all our 2019 Deals & Dealmakers Speakers and Sponsors  for helping to make this such a highly praised and successful event!

Travel

Event Venue & Accomodations

22701 Pelican Hill Road South

Newport Coast, CA 92657

ECHELON Partners is very proud to host the ninth edition of the Deals & Dealmakers Summit at the Resort at Pelican Hill, which overlooks Crystal Cove State Park and the nearby islands of Catalina and San Clemente and features 204 guest rooms and suites plus 128 villas featuring luxurious Southern California décor. On-site dining is available at several restaurants offering a wide range of dining environments. The resort also features a pool, Spa, and the premier 36-hole Pelican Hill Golf Club which all work to make the site the optimal  center of coastal luxury.

Click the button below to be directed to a reservation web-portal.

Sponsors

Ask The Experts Sessions

ECHELON is proud to announce the return of the Ask The Experts sessions to the Deals and Dealmakers Summit 2020. This year featured a two hour allotment of time specifically dedicated to the Ask The Experts sessions. Don't miss your opportunity to capitalize on the benefits of this valuable component of the DDM Summit by participating as a DDM Subject Matter Expert (expert).

The Ask The Experts  sessions provide an unrivaled and invaluable learning opportunity for all deal makers. We are bringing together the industry's most elite executives, all of which are specifically interested in executing deals and learning more about the services related to transactions, to meet with YOU. These personal conversations, centered squarely on the deals and services that they are contemplating, allow you to establish your firm’s credibility and identity in the deal-making space.

Ask The Experts Overview

Dates & Times To Be Announced

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• Two hours consisting of four 20-minute scheduled meetings with attendees and centers of influence.

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• Throughout the DDM, numerous additional networking opportunities will allow Experts to continue their conversations.

Past Summit Attendees