Echelon Wealth Partners - M&A Summary and Business Overview

Financial ServicesCompany

Echelon Wealth Partners M&A Summary

Echelon Wealth Partners has acquired 1 company, including 1 in the last 5 years. It has also divested 1 asset.

It’s largest disclosed sale occurred in 2024, when it sold mdf commerce inc. to KKR for $194M. The Company’s most targeted sectors include internet software and services (100%).

Echelon Wealth Partners Business Overview

Where is Echelon Wealth Partners headquartered?

Echelon Wealth Partners is headquartered in Toronto, Ontario.

What sector is Echelon Wealth Partners in?

Echelon Wealth Partners is a financial services company.

When was Echelon Wealth Partners founded?

Echelon Wealth Partners was founded in 2010.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity1
    • M&A Sell Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Echelon Wealth Partners

Echelon Wealth Partners, Inc.

1 Adelaide Street East, Suite 2100,
Toronto, Ontario M5C 2V9
Canada,
www.echelonpartners.com

Echelon Wealth Partners is an independently owned and operated wealth management and capital markets firm. Echelon Wealth Partners was founded in 2010 and is based in Toronto, Ontario.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - 1 - - - - 1
Sell (0.2/yr) # - - - - - 1 1
vol $194M $194M
  2

Most Recent M&A

Company Date Value Type
mdf commerce, inc. 2024-03-11 194M CAD Stake Sale
Longueuil, Quebec · www.mdfcommerce.com
mdf commerce, inc. 2020-05-04 - Stake Purchase
Longueuil, Quebec · www.mdfcommerce.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Internet Software and Services 1 (100%) - 1 (100%) 194M (100%)
Total 1 - 1 $194M

By Geo

State/Country Buy Value Sell Value
Canada 1 - 1 194M
  Quebec 1 - 1 194M
Total 1 - 1 $194M

Deal Values

sell # Total
$100M to $1B 1 $194M
TOTAL $194M
Largest mdf commerce, inc.
$194M (2024-03-11)

M&A Connections

Deals
Divested to
Investor(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

Established

2010

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