ECHELON Partners is a leading investment bank and consulting firm.  Cementing this position are six advantages that make ECHELON and its services unique.  They are Focus, Execution, Network, Team, Entrepreneurship, and Creativity. 

1. Industry FOCUS and knowledge

The Financial Services industry comprises tens of thousands of companies that together account for more than 20% of the United States economy.  ECHELON focuses exclusively on a subset of the financial services industry best described as the developers and distributors of investment products and the technology and service companies that work with them.  This subsector accounts for approximately 5.5% of U.S. GDP and includes more than 50,000 companies.  Because ECHELON is so tightly focused on this space, it:

• has in-depth knowledge of the thousands of companies that compose it;
• is informed on the issues and competitive climate that affects these companies;
• has a deep understanding of important intricacies and the ability to see the industry from all perspectives in the value chain;
• can provide industry-leading services while maintaining the intimate client interactions characteristic of a boutique firm;
• can use its proprietary knowledge to negotiate the most favorable deals for its clients;
• has a more probing view of the industry’s key drivers, trends, opportunities, and challenges; and
• knows what matters most—especially when it comes to helping clients achieve and maintain exceptional growth and profitability.

 

2. EXECUTION excellence

The professionals at ECHELON have evaluated and advised on some of the largest and most prominent transactions in this industry.  In so doing, they have built ECHELON’s reputation for professionalism and excellence in transaction and project execution.  This execution success is based on a series of service-specific processes that are constantly refined.  Together, these elements allow ECHELON to work with top management to excel above the competition and generate exceptional increases in enterprise value.  ECHELON’s distinctive approach to client service is rooted in a common guiding principle of exceeding client expectations by delivering the highest-quality advice and excellence in execution.

3. NETWORK of contacts

A robust network of close, long-standing relationships gives ECHELON the ability to conduct valuable research, make powerful introductions, and achieve success in client engagements.  ECHELON’s relationships are investment-industry specific and include accountants, attorneys, corporate/strategic buyers and investors, financial buyers and investors, lenders, entrepreneurs, academics, associations, authors, editors, board members, technology providers, industry analysts (sell-side and buy-side), and a diversity of consultants.  The quality of the relationships in ECHELON’s inner circle extends the magnitude of the firm’s experience with a simple call.  ECHELON leverages its extensive relationships within the investment industry to execute superior client solutions and expedite the business development process.

 

4. Multidisciplinary TEAM

ECHELON Partners employs investment-industry experts with outstanding academic credentials, impressive work experiences, and diverse functional backgrounds.  ECHELON’s executives take pride in the fact that they have worked as operators in the investment management industry, gaining the sound judgment that can only be learned through frontline decision making.  ECHELON’s executives have also participated in the investment industry as venture capitalists (private equity), legal advisers, investment bankers, portfolio managers (public equity), entrepreneurs, strategy consultants, and board members.  Accordingly, ECHELON’s multidisciplinary foundation is unparalleled and offers a strategic understanding of the industry and the ability to develop the robust solutions necessary to achieve industry leadership.  ECHELON professionals provide senior-level attention, significant transaction experience, and seasoned judgment in each client situation and at every stage of a transaction to ensure successful outcomes for clients.

 

5. Affinity toward ENTREPRENEURSHIP

ECHELON’s professionals have worked side by side with hundreds of entrepreneurs.  These professionals speak the language of entrepreneurs and understand how they are driven by a vision of how things can be done better.  Having worked as entrepreneurs in a diverse range of capacities, ECHELON’s senior professionals possess an intimate familiarity with the quirky defiance, unrelenting creativity, and dedicated passion embodied by the entrepreneurial mind-set.  Whether at a small start-up or inside of a large corporation, entrepreneurs often like to go it alone.  At some point, however, outside assistance becomes a requisite for the success of promising new ventures.  Mindful of this necessity, ECHELON is dedicated to providing the constructive guidance its clients passionately need to bring their dynamic ideas to fruition.

6. Incomparable CREATIVITY

When it comes to structuring favorable deal terms or developing solutions to complex business problems, ECHELON believes there is no substitute for creativity.  ECHELON derives its creative flair from the diverse background of its executives and advisory partners.  Together they form a culture that values, fosters, and rewards creative solution development.  Along these lines, ECHELON understands the importance of listening intently to client needs, developing a high-quality system for communication, and striking a balance between substance and beauty.  In the end, the creativity of ECHELON’s work product differentiates it from other firms, reflects on the character of the engagement, and translates into success for ECHELON’s clients.

Selecting a trusted adviser is an important decision.  The right adviser can be a catalyst for success, providing invaluable assistance to overcome challenges and achieve important goals.  The unique and valuable attributes outlined above set ECHELON apart as the adviser of choice for visionary investment product developers and distributors.