If you are contemplating a sale, acquisition, or seeking a strategic partner, our team of experienced investment bankers stands ready to offer expert guidance and execution support.

Sell-side expertise
ECHELON has led the sale of over 100 wealth and investment managers and WealthTech firms over the last 20 years. Our industry expertise, deep relationships, and understanding of the evolving landscape of buyers allows us to deliver value to our clients.

Our process and approach are customized to your specific needs and objectives. We take into consideration important financial, organizational, and cultural conditions to deliver for you, your employees, and your clients.

Buy-side advice and execution
As the number of industry M&A opportunities increases, buyers need more strategic guidance and support than ever before. ECHELON’s team of experts can assist with the development and execution of an acquisition strategy.

Merger advisory capabilities
ECHELON’s unique position in the marketplace has allowed us to act as an advisor to both buyers and sellers during a number of transactions. If you have already identified a potential partner, ECHELON can provide the third-party expertise you need to appropriately evaluate the potential partner and the combined entity. We structure deal terms and develop integration plans to make a merger a success.