The professionals at ECHELON have conducted hundreds of investment banking and consulting assignments.  These engagements span the diversity of firms listed below:

• 33 different types of investment product developers, distributors, intermediaries, technology providers, and service companies (see diagram below)
• Companies domiciled in Europe, Asia, Africa, North America, and Australia
• Companies that range in size from closely held investment advisory practices (around $100MM in AUM) to global financial institutions (>$1 trillion in AUM)
• Companies that range in maturity from start-ups to firms with more than 100 years of operating history
• Companies that are independent, private, and/or family-owned or that are publicly traded
• Companies that are nestled inside of banks, insurance companies, securities firms, and/or diversified holding companies containing some combination of the three

ECHELON’s preferred method of operation is to add value through a highly collaborative partnership with these clients.  Its clients are typically bold, ambitious business leaders.  They think and act like owners and have the talent, the will, and the open-mindedness required to succeed.  All share ECHELON’s passion for results and are prepared to act decisively to achieve them.