Investment Banking

Valuation

Management Consulting

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

• 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

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

• 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