Lower-Middle Market M&A Advisory
Relationship-driven sell-side and buy-side execution for high-growth companies & investment firms.
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STRATEGIC DEAL PROCESS
Our six-step playbook turns lifeless deals into executed transactions. Whether you’re selling the business or acquiring growth, each stage is run by senior bankers and powered by real-time market intelligence.
Strategy & Readiness
We align on goals, exit timing, valuation range, and deal structure so every decision traces back to the owner’s objectives.
Narrative & Materials
Craft investor-grade financials, growth story, and positioning deck that make buyers focus on upside, not discount.
Target & Buyer Mapping
For sellers we build a global bidder universe; for buyers we surface proprietary targets that fit the thesis and budget.
Market Outreach & Bidding
Run a disciplined outreach calendar that drives simultaneous conversations and competitive tension—no price left on the table.
Negotiation & Diligence Oversight
We command the data room, manage Q&A, and negotiate key terms so diligence stays on track and leverage stays with you.
Closing & Integration Roadmap
Legal docs, cash at close, and a 90-day integration plan—delivered side-by-side with your team so value capture starts Day 1.
SINGLE POINT OF CONTACT
You work with the same senior partner from mandate to memo to money-wired—no hand-offs, no junior churn.
COMPETITIVE AUCTION ENGINE
Our process stacks real-time buyer data, AI-driven outreach, and seasoned negotiation tactics to push bids to their ceiling.
DATA-DRIVEN DECISIONS
You receive a concise weekly report—buyer outreach log, bid status, diligence red-flags, and next-step actions—so owners stay fully informed and always in control.
LETS GROW TOGETHER.
Schedule a confidential call with us to discuss valuation, buyer appetite, and the fastest path to a successful transaction.
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.