Deal Advice
ECHELON Partners provides a wide array of world-class M&A advisory, investment banking, management consulting, valuation, and research presentation services to our clients. ECHELON ensures a high level of excellence in all phases of its assignments, from the profiling of client needs to project completion.
Investment Banking
TRANSACTION ORIENTED
ADVISORY ORIENTED
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Sell-Side Advisory
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Buy-Side Advisory
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Partner-to-Partner Transactions
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Merger Advisory
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Capital Raising
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Succession Transactions
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Venture Consulting
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M&A Strategy
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Transaction Preparation
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Entity Selection & Migration
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Business Model Selection
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Financing Sources & Structures
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Deal Marketing
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Deal Negotiating
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Deal Structuring & Modeling
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Legal Documentation
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Tax Aspects of M&A
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Due Diligence
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Merger Integration
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Handling Unsolicited Suitors
Valuation
Financial services companies seek clarity about fair value for a variety of reasons. Whatever the motivation, valuations serve a fundamental role in the decisions owners make with what is likely your most significant financial asset. An insightful valuation analysis requires a careful review of the facts by professionals experienced with valuing companies in the financial services industry. ECHELON provides valuation services for a broad range of purposes, including:
TRANSACTIONS
CAPITAL RAISING
FINANCIAL MANAGEMENT
LEGAL
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Mergers
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Sales of stock or assets
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Acquisitions of stock or assets
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Liquidity assessments
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Succession transactions
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Partner-to-partner transactions
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Equity placements & financings
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Recapitalizations
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Restructurings
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Stock repurchases
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Debt placements & financings
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Spin-offs
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Corporate planning
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Strategic alternative agreements
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Intellectual property/intangible asset valuations
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Management compensation
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Stock-options programs
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Portfolio valuation for private equity groups
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Buy/sell agreements
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Dispute resolution
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Litigation support
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Expert opinions & testimony
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Dissenting shareholder actions
Management Consulting
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Organizational Assessment
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Strategic & Business Planning
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Governance: Decision Making, Ownership & Control
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Organizational Structure
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Development of Leadership & Management
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Equity Sharing Solutions & Alternatives
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Financial Management
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Managing Growth & Growing Pains
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Continuity Planning
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Succession Planning
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Liquidity Event Structuring & Planning
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Building Leverage & Capacity