Mike Wunderli is a Managing Director at ECHELON Partners and is integrally involved in all aspects of the firm’s activities. Prior to joining ECHELON, Mr. Wunderli founded Connect Capital Group (CCG) where he advises private, middle-market companies on pre-transaction planning, growth financing options and the development and execution of exit strategies. He also works closely with the private-equity and venture-capital communities to evaluate acquisition & investment targets and source proprietary deal flow.
Before founding CCG, Mr. Wunderli spent 12 years at Lehman Brothers and UBS as a Senior Vice President in the Private Wealth Management division. There he pioneered one of the industry’s most successful cross-divisional business practices, in which he first helped entrepreneurs and business owners engineer liquidity events for their companies, then helped them strategically redeploy their transaction proceeds into long-term, globally diversified investment portfolios. During his time at Lehman Brothers and UBS, Mr. Wunderli helped his clients execute over $2 billion in investment-banking and private-equity transactions, and he managed over $400 million of investments for his high-net-worth clients.
Over his career, Mr. Wunderli has worked with hundreds of private companies, helping their owners navigate the critical stages of growth and engineer the most appropriate and lucrative exit strategies such as: full and partial sales, recapitalizations, LBOs, ESOPs, IPOs, succession plans, etc. He has also worked with many top investment managers, hedge funds, private-equity funds, family offices, trading desks and a variety of capital providers. Prior to his Wall Street experience, Mr. Wunderli spent 4 years as a business development manager for Marriott International’s new ventures initiative, where he helped develop and launch two new ancillary businesses for the blue chip company.
Mr. Wunderli has a B.A. degree from Brigham Young University and an M.B.A. from The Wharton School at the University of Pennsylvania. He also holds FINRA Series 7, 66 and 79 registrations. Mr. Wunderli currently resides in Redondo Beach with his wife and four sons.