RIA M&A Deal Books (DeVoe + Echelon)

Open source ↗
firmua-headerquarterly

Free quarterly M&A summary PDFs from DeVoe & Company, Echelon Partners, and Fidelity. Provides deal-count trends and average multiples paid by acquirer. Not as deep as their paid subscriptions but enough to ground valuation estimates.

Fields it produces (17)
ria_deal_buyerria_deal_sellerria_deal_dateria_deal_aum_transferredria_deal_typeria_deal_publisherria_deal_source_urlria_deals_total_countria_deals_top_acquirersria_deals_pe_backed_shareria_deals_implied_multiple_summaryria_deals_quarter_labelria_deals_publisherria_deals_pdf_urlria_deals_pdf_size_bytesria_deals_pdf_page_countria_deals_pdf_parsed

What this source actually pulls

2 examples
publisher:devoe:latest
firm · publisher:devoe:latest
2 fields
ria deals pdf parsed
No
ria deals publisher
devoe
publisher:echelon:latest
firm · publisher:echelon:latest
7 fields
ria deals pdf page count
24
ria deals pdf parsed
No
ria deals pdf size bytes
3,724,067
ria deals pdf url
https://www.echelon-partners.com/wp-content/uploads/2026/05/ECHELON-Q1-2026-RIA-MA-Deal-Report.pdf
ria deals pe backed share
0.703
ria deals publisher
echelon
ria deals total count
0