Echo Partners’ team is composed of seasoned investment bankers with deep expertise in healthcare and life sciences. Each team member brings decades of experience advising companies across our sector verticals.
We pride ourselves on a culture of integrity, collaboration, and rigorous analysis. This means our clients can expect advice that is unbiased, meticulously researched, and delivered with the highest professional standards. Our team shares a long-term advisory mindset – we measure success by the strength of our client relationships and the value we create over time. Having guided organizations through complex transactions and strategic decisions, we understand the importance of trust and discretion.
Echo’s professionals work as one unit, drawing on our collective knowledge to provide insightful guidance. The result is a trusted advisory team singularly focused on helping our clients achieve their strategic and financial goals.
Jake Romero spearheads Echo Partners’ healthcare and life sciences advisory practice, directing strategic positioning through execution and leading recruitment to assemble a talented, ambitious deal team. He envisions a firm defined by an energetic culture—combining rigorous discipline with creative problem-solving to navigate complex transactions and deliver exceptional client outcomes.
Before Echo Partners, Jake led business development and deal sourcing at Inflow—partnering with 50+ lowermiddle-market banks, including Madison Street Capital, Auctus Capital Partnersand DelMorgan & Co., to design bespoke business-development programs and originate healthcare-focused transactions. His deep network across biotech, diagnostics and med-tech enables Echo Partners to provide precise M&A andcapital-raise solutions that advance the next generation of healthcare innovators.
Former Vice President in Investment Banking with a specialized focus on Healthcare, Medical Technology, and Diagnostics. Extensive expertise in originating and executing strategic and financial transactions across both private and public markets. Successfully conducted over 20 due diligence processes, including transactions with values ranging from $50 million to $4 billion. Earned his Bachelor of Science (B.S.) in Management, with a concentration in Finance, from Boston College in 2019. Bryan became one of the youngest professionals to achieve the prestigious Vice President designation in the industry.
Helmut Brunar provides Echo Partners’ with scientific and operational insight—structuring complex licensing deals, CDMO partnerships and technology acquisitions to advance novel therapeutics. He is a seasoned life-sciences executive and licensed business advisor specializing in pharmaceuticals, biotech and medtech, with deep R&D and operations expertise in biosimilars, vaccines, gene and cell therapies, and orphan-drug platforms.
Helmut has led large capital investment programs from process qualification through new-site commissioning, managed quality systems and supply chains at scale, and executed in- and out-licensing transactions. With a PhD in Chemical Sciences from the Technical University of Vienna, he combines technical mastery with market insight to drive actionable growth strategies for emerging healthcare innovators.
Finance and strategy professional with a background in M&A, venture capital, and startup acceleration. Proven fundraising track record across innovation-driven sectors. Focus on impact, sustainability, and technology-enabled growth. Experienced in cross-border transactions and investor engagement. Skilled in structuring and scaling ventures across geographies. Worked with founders, funds, and corporates on strategic planning and capital formation. Master‘s degree in international Finance at ESCE and MBA at ESSEC & Mannheim University.
Craig Primo brings over two decades of M&A and capital-markets expertise to Echo Partners. He began his career at Citigroup Investment Bank and has since completed 50+ transactions—ranging from sell-side mandates and buy-side engagements to growth-capital raises for founder-led and family-owned businesses. As a seasoned entrepreneur and operator, he co-owns an aviation services firm managing wildfire-suppression contracts for U.S. Forest Service and government agencies across the Americas. Craig leverages this blend of transactional acumen and real-world leadership to guide emerging health care innovators on optimal exit strategies and financing paths.
Daniel Finkelstein combines decades of C-suite leadership with private equity and transaction advisory expertise to support Echo Partners’ healthcare mandate. As Strategic Advisor, he refines deal strategy, leveraging insights from his tenure as CEO of Macy’s California and Macy’s West—and as a former investment banking partner on buy- and sell-side mandates across consumer and industrial sectors.
In his role at Trivest Partners—the Southeast’s oldest private equity firm—Daniel focuses on sourcing and structuring investments in founder- and family-owned businesses, including healthcare organizations, equipment manufacturers and technology providers. Trivest’s healthcare practice equips him to guide life sciences and med-tech clients through disciplined, culture-preserving growth financings and strategic exits. His blend of operational depth and PE acumen ensures Echo Partners’ clients receive pragmatic, growth-oriented counsel.
Julien Bou Sejean is an Analyst at Echo Partners, where he builds robust financial models, coordinates due diligence, and crafts investor-ready materials for healthcare and life sciences transactions. He partners closely with deal teams to analyze market dynamics, evaluate commercial and clinical drivers, and ensure rigorous valuation frameworks—enabling clients to navigate complex cross-border M&A and capital-raise processes with confidence.
With over two years of experience across M&A, venture capital, and joint ventures in Europe, Julien has supported Pan-European transactions ranging from €300 million to €1.2 billion. He has advised on sell-side mandates, led financial analysis for fundraising rounds, and sourced early-stage health care startups in a VC capacity. Julien’s analytical precision and sector insights strengthen Echo Partners’ commitment to delivering tailored, data-driven solutions for emerging healthcare innovators.
Miles Lin oversees Echo Partners’ operational backbone and deal-sourcing platform, blending deep technical expertise with strategic outreach. With 8+ years building and managing corporate IT infrastructures for startups, investment banks, and hedge funds in New York City, he ensures our teams operate on a secure ,scalable foundation. Complementing this, Miles has 3+ years developing AI-driven, multi-channel outreach systems that connect emerging healthcare innovators with the right investors and acquirers.
At Echo Partners, Miles drives capital-raise and M&A workflows, automating investor targeting and engagement to accelerate deal momentum. His dual mastery of technology and process empowers our young, ambitious culture to execute complex healthcare transactions with speed, precision and disciplined rigor.
Jake Romero spearheads Echo Partners’ healthcare and life sciences advisory practice, directing strategic positioning through execution and leading recruitment to assemble a talented, ambitious deal team. He envisions a firm defined by an energetic culture—combining rigorous discipline with creative problem-solving to navigate complex transactions and deliver exceptional client outcomes.
Before Echo Partners, Jake founded Inflow—partnering with 50+ lowermiddle-market banks, including Madison Street Capital, Auctus Capital Partnersand DelMorgan & Co., to design bespoke business-development programs and originate healthcare-focused transactions. His deep network across biotech, diagnostics and med-tech enables Echo Partners to provide precise M&A andcapital-raise solutions that advance the next generation of healthcare innovators.
Former Vice President in Investment Banking with a specialized focus on Healthcare, Medical Technology, and Diagnostics. Extensive expertise in originating and executing strategic and financial transactions across both private and public markets. Successfully conducted over 20 due diligence processes, including transactions with values ranging from $50 million to $4 billion. Earned his Bachelor of Science (B.S.) in Management, with a concentration in Finance, from Boston College in 2019. Bryan became one of the youngest professionals to achieve the prestigious Vice President designation in the industry.
Julien Bou Sejean is an Analyst at Echo Partners, where he builds robust financial models, coordinates due diligence, and crafts investor-ready materials for healthcare and life sciences transactions. He partners closely with deal teams to analyze market dynamics, evaluate commercial and clinical drivers, and ensure rigorous valuation frameworks—enabling clients to navigate complex cross-border M&A and capital-raise processes with confidence.
With over two years of experience across M&A, venture capital, and joint ventures in Europe, Julien has supported Pan-European transactions ranging from €300 million to €1.2 billion. He has advised on sell-side mandates, led financial analysis for fundraising rounds, and sourced early-stage health care startups in a VC capacity. Julien’s analytical precision and sector insights strengthen Echo Partners’ commitment to delivering tailored, data-driven solutions for emerging healthcare innovators.
Omar brings nearly a decade of hands-on operational experience working with founders and leadership teams to scale startups across B2B SaaS, deep-tech, IoT, and dual-use industries etc globally, including most recent achievements in Singapore before transitioning to VC.
He has successfully driven results for ventures with $2M–$8M+ ARR and enabled $50M+ in fundraising in sectors like AI, IoT, and energy technologies. With expertise in market expansion, GTM strategies, and business development.
He holds a Master’s in International Business from Monash University and has experience living in 10 countries, offering a global perspective and network. Now based in Los Angeles, he helps founders and investors access transformative opportunities within the venture ecosystem.
Miles Lin oversees Echo Partners’ operational backbone and deal-sourcing platform, blending deep technical expertise with strategic outreach. With 8+ years building and managing corporate IT infrastructures for startups, investment banks, and hedge funds in New York City, he ensures our teams operate on a secure ,scalable foundation. Complementing this, Miles has 3+ years developing AI-driven, multi-channel outreach systems that connect emerging healthcare innovators with the right investors and acquirers.
At Echo Partners, Miles drives capital-raise and M&A workflows, automating investor targeting and engagement to accelerate deal momentum. His dual mastery of technology and process empowers our young, ambitious culture to execute complex healthcare transactions with speed, precision and disciplined rigor.
Craig Primo brings over two decades of M&A and capital-markets expertise to Echo Partners. He began his career at Citigroup Investment Bank and has since completed 50+ transactions—ranging from sell-side mandates and buy-side engagements to growth-capital raises for founder-led and family-owned businesses. As a seasoned entrepreneur and operator, he co-owns an aviation services firm managing wildfire-suppression contracts for U.S. Forest Service and government agencies across the Americas. Craig leverages this blend of transactional acumen and real-world leadership to guide emerging health care innovators on optimal exit strategies and financing paths.
Daniel Finelstein combines decades of C-suite leadership with private equity and transaction advisory expertise to support Echo Partners’ healthcare mandate. As Strategic Advisor, he refines deal strategy, leveraging insights from his tenure as CEO of Macy’s California and Macy’s West—and as a former investment banking partner on buy- and sell-side mandates across consumer and industrial sectors.
In his role at Trivest Partners—the Southeast’s oldest private equity firm—Daniel focuses on sourcing and structuring investments in founder- and family-owned businesses, including healthcare organizations, equipment manufacturers and technology providers. Trivest’s healthcare practice equips him to guide life sciences and med-tech clients through disciplined, culture-preserving growth financings and strategic exits. His blend of operational depth and PE acumen ensures Echo Partners’ clients receive pragmatic, growth-oriented counsel.
Helmut Brunar provides Echo Partners’ with scientific and operational insight—structuring complex licensing deals, CDMO partnerships and technology acquisitions to advance novel therapeutics. He is a seasoned life-sciences executive and licensed business advisor specializing in pharmaceuticals, biotech and medtech, with deep R&D and operations expertise in biosimilars, vaccines, gene and cell therapies, and orphan-drug platforms.
Helmut has led large capital investment programs from process qualification through new-site commissioning, managed quality systems and supply chains at scale, and executed in- and out-licensing transactions. With a PhD in Chemical Sciences from the Technical University of Vienna, he combines technical mastery with market insight to drive actionable growth strategies for emerging healthcare innovators.