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© ECHELON Partners 2019. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

SEPTEMBER 3 - 4, 2019 | THE ISLAND HOTEL

Welcome to the Deals & Dealmakers Summit

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

 

 

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September 3rd-4th, 2019

 
Day 1: Tuesday, October 18
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Interactive Sessions. Innovative Networking. Applied Workshops. Real Deal Experience.

DEALS CONSUMMATED BY ATTENDING FIRMS IN THE PAST FIVE YEARS
M&A SUBJECT MATTER EXPERTS PRESENT AT EACH SUMMIT
CEO's & Executives HAVE ATTENDED THE DDM SUMMIT
2019 Agenda
 
2019 Speakers
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!

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.”

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.

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.

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

ECHELON Partners is very hosted the eighth edition of the Deals & Dealmakers Summit at the Island Hotel, which overlooks the nearby islands of Balboa, Lido and Catalina and features 292 guest rooms featuring Southern California décor. On-site dining at Oak Grill, the hotel's bar and restaurant, is also conveniently provided for guests. An outdoor pool, hot tub, and sauna are key features that make the Island Hotel the center of coastal luxury.

 

 

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

690 Newport Center Dr,

Newport Beach, CA 92660

 
Supporting Firms
Ask The Experts Sessions

ECHELON is proud to announce the return of the Ask The Experts sessions to the Deals and Dealmakers Summit 2019. 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

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

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

How The Sessions Work:
  • Attendees identify the experts they would like to speak with and learn from.

  • Experts conduct four 20-minute sessions with conference attendees.

  • Throughout the Session, a slide show will feature each expert

 

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Past Summit Attendees
Experience The Summit
The DDM Summit Promotional Video