Deal Resources

Research Reports

 

To read a full description of our industry leading research reports, please click here. To request a copy of our proprietary reports, please contact us.

Financial Models

 

ECHELON offers full financial statement modeling services, including historical and forecasted analysis of income statements, balance sheets, cash flow statements, client & asset flows, and more. These models are often developed in the context of the following topics:

  • Evaluation of Roll Ups Models

  • Merger Models

  • Capital Raising and Investing Models

  • Equity Sharing Models

Databases

 

ECHELON has built an extensive network of databases through a 15+ year operating history in which it has worked closely with the leading companies in the industry. ECHELON also relies on an exhaustive research process to build out its industry leading proprietary databases. They include the following:

Buyer & Seller Databases

M&A Transaction Database

PE/VC Investor Database

Financing Transaction Database

Our databases are constantly updated so that our clients can quickly find buyers, financial partners, and acquisition targets.

Tools & Technologies

 

ECHELON offers an extensive suite of technologies and tools to assist advisors in their evaluation and analysis of complex business decisions. All of these tools leverage ECHELON's industry intelligence database, a compilation of firm-specific information that has been amassed over the firm's 15+ year operating history.

Legal Documents

 

Our strategic work often finds its way into more than 30 different types of legal documents which we help develop for our clients.

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ECHELON RIA M&A Dealbook

© ECHELON Partners 2019. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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