CAPABILITIES
Capital Advisory
We engineer bespoke financings for companies including—senior credit, minority growth equity, or hybrid structures that fuel expansion without surrendering control. Our team has successfully raised more than $1 Bllion.
M&A Services
Relationship-driven sell-side and buy-side execution for high-growth companies & investment firms. Our team has completed over 25 transactions, supporting clients through each phase of M&A—from in-depth market diligence to final negotiations and closing.
THE PROBLEM
Traditional investment banks often operate with outdated processes, overextended teams, and limited adaptability. This leads to slow execution, fragmented communication, and one-size-fits-all advice that fails to reflect the nuance of each transaction. For companies navigating complex capital raises or M&A, this lack of precision and alignment creates unnecessary friction—and often suboptimal outcomes.
THE SOLUTION
We operate with a lean team and tailored approach, delivering precise, high-touch advisory across M&A and capital raising transactions. By integrating modern tools—including AI—into our backend workflows, we streamline analysis and accelerate decision-making, while keeping human insight at the core. This model reduces friction, enhances outcomes, and builds lasting client relationships.
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Transactions
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Hasbro
$1.0Bn, Syndicate on Term Loan A Package to finance acquisition of Entertainment One
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Vertex Pharmaceuticals
$2.0Bn Incremental Revolving Credit Facility, Joint Lead Arranger
Iterro Life Sciences
$100MM Debt & Equity, Capital Raising
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Dynatronics
$4M Equity Raise, Capital Raising
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EatStreet
Undisclosed Amount, M&A Sell-Side
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Bulldog Energy Group
$19M Early Stage, Capital Raising
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3P Processing
Undisclosed Amount, M&A Sell-Side
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Codev
$3M, M&A Sell-Side
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Job & Talent
$32.3M, M&A Buy-Side
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Athabasca Oil Corporation
$20M Early Stage, Capital Raising
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Black Rifle Coffee
Undisclosed Amount, Capital Raising
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Spell Capital
Undisclosed Amount, M&A Buy-Side
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KadenWood Capital
$53M Private VC Investments Fund II,
Capital Strategy
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Decisive Dividend Corp.
$19.5M Acquisition Capital, M&A Advisor
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CaseWorthy
Undisclosed Amount, Capital Raising
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Biodesix
$55M, Follow-On Equity Offering / Private Placements
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C21 Cannabis
$30M Growth Equity, Capital Raising
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Miroculus
Undisclosed Amount, Sell Side M&A
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Symphony Technology Group
Undisclosed Amount, M&A Buy-Side
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Olink
$117M, Follow-On Equity Offering
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Orthogenrx
$160M, Sell Side M&A
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Axonics Modulation Technologies
$175M, Follow-On Equity Offering
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Lucid Diagnostics
$70M, IPO
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Aspira Women’s Health
$45M, Follow-On Equity Offering
MEET OUR TEAM
At Echo Partners, our mission is to connect visionary entrepreneurs with strategic capital, driving growth and fostering innovation.
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Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Echo Partners is not a registered broker-dealer, and Finalis Securities LLC and Echo Partners are
separate, unaffiliated entities.
www.echopartners.io (the “Echo Partners Website") is a website operated by Echo Partners, a privately held Delaware limited liability company. Echo Partners provides financial and strategic consulting services, mergers and acquisitions services, fairness opinions, etc.
Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Echo Partners along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.
Modern Investment Banking for the Lower Middle Market—Built to Execute.
Echo is a next-generation advisory firm specializing in M&A and capital raising. We help businesses and investors close complex transactions with speed, precision, and tech-enabled execution—powered by AI-driven workflows and a lean, agile team.
Vision
At Echo Partners, we are committed to delivering high-touch, strategic advisory that helps companies navigate complex transactions with precision, clarity, and trust. By leveraging modern infrastructure and technology to enhance—not replace—human judgment, we execute deals with efficiency, rigor, and lasting client alignment.
Capabilities
Capital Advisory
Leveraging our investor relationships and a proprietary outreach infrastructure, our team has successfully raised more than $1 Bllion.
M&A Services
Our team has completed over 25 transactions, supporting clients through each phase of M&A—from in-depth market diligence to final negotiations and closing.
THE PROBLEM
Traditional investment banks often operate with outdated processes, overextended teams, and limited adaptability. This leads to slow execution, fragmented communication, and one-size-fits-all advice that fails to reflect the nuance of each transaction. For companies navigating complex capital raises or M&A, this lack of precision and alignment creates unnecessary friction—and often suboptimal outcomes.
THE SOLUTION
We operate with a lean team and tailored approach, delivering precise, high-touch advisory across M&A and capital raising transactions. By integrating modern tools—including AI—into our backend workflows, we streamline analysis and accelerate decision-making, while keeping human insight at the core. This model reduces friction, enhances outcomes, and builds lasting client relationships.
TRANSACTIONS
Iterro Life Sciences
$100MM Debt & Equity, Capital Raising
Dynatronics
$4M Equity Raise, Capital Raising
EatStreet
Undisclosed Amount, M&A Sell-Side
Bulldog Energy Group
$19M Early Stage, Capital Raising
3P Processing
Undisclosed Amount, M&A Sell-Side
Codev
$3M, M&A Sell-Side
Job & Talent
$32.3M, M&A Buy-Side
Athabasca Oil Corporation
$20M Early Stage, Capital Raising
Black Rifle Coffee
Undisclosed Amount, Capital Raising
Spell Capital
Undisclosed Amount, M&A Buy-Side
KadenWood Capital
$53M Private VC Investments Fund II,
Capital Strategy
Decisive Dividend Corp.
$19.5M Acquisition Capital, M&A Advisor
CaseWorthy
Undisclosed Amount, Capital Raising
Biodesix
$55M, Follow-On Equity Offering / Private Placements
C21 Cannabis
$30M Growth Equity, Capital Raising
Miroculus
Undisclosed Amount, Sell Side M&A
Symphony Technology Group
Undisclosed Amount, M&A Buy-Side
Olink
$117M, Follow-On Equity Offering
Orthogenrx
$160M, Sell Side M&A
Axonics Modulation Technologies
$175M, Follow-On Equity Offering
Lucid Diagnostics
$70M, IPO
Aspira Women’s Health
$45M, Follow-On Equity Offering
MEET OUR TEAM
At Echo Partners, our mission is to connect visionary entrepreneurs with strategic capital, driving growth and fostering innovation.
GET IN TOUCH
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Echo Partners is not a registered broker-dealer, and Finalis Securities LLC and Echo Partners are
separate, unaffiliated entities.
www.echopartners.io (the “Echo Partners Website") is a website operated by Echo Partners, a privately held Delaware limited liability company. Echo Partners provides financial and strategic consulting services, mergers and acquisitions services, fairness opinions, etc.
Disclaimer: This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Echo Partners along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.