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




  • Sell-Side Advisory

  • Buy-Side Advisory

  • Partner-to-Partner Transactions

  • Merger Advisory

  • Capital Raising

  • Succession Transactions

  • Venture Consulting

  • M&A Strategy

  • Transaction Preparation

  • Entity Selection & Migration

  • Business Model Selection

  • Financing Sources & Structures

  • Deal Marketing

  • Deal Negotiating

  • Deal Structuring & Modeling

  • Legal Documentation

  • Tax Aspects of M&A

  • Due Diligence

  • Merger Integration

  • Handling Unsolicited Suitors



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:





  • Mergers

  • Sales of stock or assets

  • Acquisitions of stock or assets

  • Liquidity assessments

  • Succession transactions

  • Partner-to-partner transactions

  • Equity placements & financings

  • Recapitalizations

  • Restructurings

  • Stock repurchases

  • Debt placements & financings

  • Spin-offs

  • Corporate planning

  • Strategic alternative agreements

  • Intellectual property/intangible asset valuations

  • Management compensation

  • Stock-options programs

  • Portfolio valuation for private equity groups

  • Buy/sell agreements

  • Dispute resolution

  • Litigation support

  • Expert opinions & testimony

  • Dissenting shareholder actions

Management Consulting

  • Organizational Assessment

  • Strategic & Business Planning

  • Governance: Decision Making, Ownership & Control

  • Organizational Structure

  • Development of Leadership & Management

  • Equity Sharing Solutions & Alternatives

  • Financial Management

  • Managing Growth & Growing Pains

  • Continuity Planning

  • Succession Planning

  • Liquidity Event Structuring & Planning

  • Building Leverage & Capacity