Dan Seivert is the CEO and founder of ECHELON Partners–one of the leading investment banks and consulting firms to the wealth and investment management industries. Prior to starting ECHELON, Mr. Seivert was one of the initial principals of Lovell Minnick Partners, where he helped invest over $100MM in venture capital across 15 companies. Before his involvement in private equity, Mr. Seivert was a buy-side analyst at The Capital Group (American Funds) where he valued firms in the asset management and securities brokerage industries.
Mr. Seivert has worked with over 300 executive teams to help them execute a diversity of complex business strategies and transactions. As their trusted advisor, Mr. Seivert has helped these clients make the tough decisions with respect to sales/divestitures, investments, valuation, M&A strategy, new ventures, management buyouts, capital raising, equity sharing, and succession planning. In his various roles, Mr. Seivert has conducted valuations on over 500 companies, evaluated more than 2,000 acquisition targets, and authored 25 reports dealing with the wealth and investment management industries.
Mr. Seivert graduated from Occidental College and obtained an MBA from UCLA’s Anderson School of Management.
Carolyn Armitage is a serial enterprise builder of asset and wealth management firms. Ms. Armitage improves the positioning, profitability and enterprise value for RIAs, Broker/Dealers, Large Enterprises and Hybrids.
Ms. Armitage provides valuations, management consulting and investment banking services to CEOs and firms and extends a strategic and holistic approach to each engagement. For mergers and acquisitions, Ms. Armitage is an influential woman who understands the complexities of wealth and asset managers and offers an objective perspective, advice and implementation guidance during an era of fluidity and unretirement.
Ms. Armitage is devoted to continuous learning and improvement. She is LEAN Certified, a Six Sigma Green Belt, a CA Life and Variable Contracts Agent and holds numerous FINRA licenses. She is a CFP® CERTIFIED FINANCIAL PLANNER Professional, CIMA® Certified Investment Management Analyst, CLU Chartered Life Underwriter and ChFC Chartered Financial Consultant.
In addition to growing numerous financial services organizations, Ms. Armitage founded and runs a 501(c)3 nonprofit organization, True Circle Organization, helping to feed, clothe and improve the lives of homeless people throughout Southern California. She holds a Bachelor of Science in Business Administration from the University of Minnesota and a Masters in Management from The American College, Bryn Mawr, PA. She resides with her husband in Palos Verdes Estates, CA.
Mike Wunderli is a Managing Director at ECHELON. Prior to joining ECHELON, Mr. Wunderli founded Connect Capital Group (CCG) where he advised private, middle-market companies on pre-transaction planning, growth financing options and the development and execution of exit strategies.
Before CCG, Mr. Wunderli spent 12 years at Lehman Brothers and UBS as a Senior Vice President in the Private Wealth Management division. There he pioneered one of the industry’s most successful cross-divisional business practices, in which he first helped entrepreneurs and business owners engineer liquidity events for their companies, then helped them strategically redeploy their transaction proceeds into long-term, globally diversified investment portfolios. Mr. Wunderli helped clients execute over $2 billion in investment-banking and private-equity transactions, and managed over $400 million of investments for high-net-worth clients.
Mr. Wunderli has worked with hundreds of private companies, helping them navigate the critical stages of growth and engineer the most appropriate and lucrative exit strategies. Prior to his Wall Street experience, Mr. Wunderli spent 4 years as a business development manager for Marriott International’s new ventures initiative.
Mr. Wunderli has a B.A. degree from Brigham Young University and an M.B.A. from The Wharton School at the University of Pennsylvania.