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

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


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 Proceedings
  • 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

Please click here to request ECHELON’S valuation services brochure

Research Presentations

Board Advisory and Executive Seminar Services
ECHELON advises boards and conducts executive seminars on a variety of topics tailored specifically to the wealth and investment management industries. ECHELON’s seminars are designed to help executives and directors make significant progress in an area of major strategic importance. They are potent, private, interactive, and comprehensive in their coverage of the key issues within a specific topic. In each seminar ECHELON’s partners use their professional facilitation skills to help executives build common foundations of understanding, brainstorm, solve problems, and bring clarity to difficult issues. Because these seminars are customized, confidential, and specifically oriented toward making tangible progress, they are the ultimate solution for busy executives who are easily frustrated with industry conferences, lengthy reports, and/or analysis paralysis.

Strategic Planning Meeting and Process Facilitation
Strategic planning is one of our most common executive seminars. It takes a holistic look at a company’s aspirations, testing and refining corporate objectives. The plan includes mapping a self-correcting process to achieve new levels of performance. It helps companies decide where to focus, where to compete, and how to allocate resources. Strategic planning serves as a starting point for such related work as growth strategies, performance evaluation and reward systems, and M&A strategy. ECHELON helps clients incorporate a long-term perspective into their strategies, while focusing on the biggest issues they currently face and on the best way to get results. Throughout the process, ECHELON works to identify the largest opportunities to build value within the company and develop an understanding of how its current performance compares with its full corporate potential. ECHELON helps clients identify capability gaps and marketplace opportunities and set up tactical goals and tracking systems that ensure results.

Conference and Workshop Presentation Service
ECHELON’s partners are nationally recognized authorities on the wealth and investment management industries, known for their lively, on-target delivery of cutting-edge industry analysis blended with practical strategies and recommendations. Together they have delivered keynote speeches before thousands of executives from a diversity of companies. Being active in the market, ECHELON’s professionals have extensive knowledge of industry trends, the transformations occurring within various companies, and the executives who are orchestrating these changes.

ECHELON’s conference speeches are designed to help executives make significant progress in areas of major strategic importance. While ECHELON has a wealth of intellectual property on a diversity of industry topics, each speech is customized to meet the unique needs of each audience and program theme. ECHELON then organizes its content to help audiences gain an appreciation of a specific topic, solve problems, and bring clarity to difficult issues. Common venues for ECHELON’s speeches include executive off-sites, employee meetings, national and regional trade group meetings, advisor annual conferences, and advisor due diligence trips.

Please click here to request ECHELON’s brochure on Board Advisory and Conference Speech Services.


ECHELON is Relationships

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"ECHELON was instrumental in helping our firm navigate the operational, cultural, and financial aspects of successfully merging two independent firms into one. Their holistic approach, experience, process, and willingness to express an opinion were what separated ECHELON as our advisor of choice."
Chuck Bowes, CFP Partner – Waypoint Wealth Partners