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ECHELON Partners

In network coverage since August 19, 2026 · 10 stories

Network coverage

exit

VestGen lands Willow Tree credit facility to fund RIA acquisitions

The Chicago aggregator has 19 firms and $7.5 billion in platform assets; the credit facility's size was not disclosed.

M&A · Oct 14VestGen takes Willow Tree credit to fund Midwest RIA acquisitions

M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake

M&A · Sep 23The rate hike will reprice RIA deals in cash, not multiples

M&A · Sep 17Steward adds $950M and the Delta pipeline that refills it

M&A · Sep 14Carson's 50th office is a sourcing milestone with a finite input

Moves · Sep 9BridgePort hires Osaic M&A veteran Tina Decker

M&A · Sep 3Oregon deal buys a succession plan, not a map

The Close · Aug 31Who owns the platform: the RIA diligence question

The Close · Aug 19A founder exit: Wealth Enhancement buys Weinand's $644M

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