ECHELON Capital Partners
ECHELON Partners provides a comprehensive platform of investment banking, management consulting, and valuation services specifically designed to meet the needs of wealth advisors ranging from start-ups to firms with over $20 billion in assets. ECHELON's three core services emanate from a research foundation that includes: proprietary processes, extensive deal databases, powerful financials models, insightful research reports, and the industry's most powerful network of relationships.
In its 15 year history, ECHELON's partners have evaluated over 2,000 acquisition targets for its private equity and buy side clients. The firm also advised on over 300 transactions totaling more than $30 billion in enterprise value. Through its FINRA-registered broker dealer, ECHELON helps entrepreneurial wealth advisors with: selling, buying, merging, raising capital and succession transactions. Additional advisory solutions include: venture consulting, M&A strategy design, transaction preparation, business model selection, deal structuring, deal negotiations, legal documentation, tax aspects of M&A, due diligence and merger integration.
ECHELON has a well-established track record of providing valuations for high-profile firms and is #1 in conducting valuations for wealth managers with over $1 Billion in assets under advisement. With 15 research reports specifically on the subject of valuation, ECHELON Partners is the leader in terms of the depth and breadth of research content on this subject. The Seivert Report is the industry's premier publication on the valuation of the 158 publicly-traded companies involved in the development, distribution and processing of investment products and services.
The professionals at ECHELON will be working closely with riaCS clients before, during and after their transitions to minimize risk, optimize financial success and position the firm, its clients and employees for future success.
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