October - November 2020

2020 DDM Summit Update

ECHELON Partners is excited to introduce a new Deals and Dealmakers Webcast Series for the fall of 2020. This series, which will provide research, intelligence, and insights into the most powerful trends in wealth management M&A, is now open for registration.

Click here to register for the Deals and Dealmakers Webcast Series

Welcome to the Deals & Dealmakers Summit

We are very excited to be hosting a series of Deals & Dealmaker webcasts in place of the ninth edition of this event.

September - November 2020

Day 1: Tuesday, October 18

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

160+

DEALS CONSUMMATED BY ATTENDING FIRMS IN THE PAST FIVE YEARS

50+

M&A SUBJECT MATTER EXPERTS PRESENT AT EACH SUMMIT

800+

CEO's & Executives HAVE ATTENDED THE DDM SUMMIT

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

Previous 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

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 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

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

Visit the Ask The Experts Website