A Premium Full-Service Investment Bank for Canada’s Middle Market
Echelon Capital Markets is a full-service independent investment bank, offering deep sector expertise and broad advisory and capital markets capabilities to mid-market corporate clients in Canada. Over the past 6 years, we have participated in more than 500 public market transactions that have raised over $20 Billion in capital for our clients. Echelon Capital Markets was the Lead or Co-Lead in over 100 financings and has closed over 50 advisory engagements during this time.
Capital Markets & Investment Banking
Echelon Capital Markets is a premium full-service broker dealer offering Investment Banking, Financial Advisory, Equity Research, Institutional Sales Trading and Retail distribution to small-cap and medium-sized public and private companies in a wide variety of sectors.
Our Investment Banking group works with a broad range of issuer clients and provides a variety of capital raising, mergers and acquisitions, restructuring and debt advisory solutions.
We offer world-class equity research produced by an experienced team of analysts covering ~100 companies across various sectors.
Our Sales and Trading team offers superior investment advice and efficient trade execution for our institutional and retail clients.
We have deep sector experience in the mining, energy, cannabis, real estate, technology, health care and diversified sectors.
We strive to build trusted, long-term relationships by taking a holistic and forward-looking view on our clients’ business and identifying ways to help our clients achieve their most important objectives.
OUR SERVICES
OUR SERVICES
Investment Banking
We advise clients on strategic and financial matters including Equity Raisings, Mergers and Acquisitions, and Debt Capital Markets.
Our successful track record of performance lies in full-service investment banking that is focused on high growth companies in key sectors where our investment banking team has specialized knowledge and strong corporate and “buyside” relationships. We offer superior support to our clients across multiple services:
Corporate Advisory
- Mergers & Acquisitions: Echelon's highly-experienced M&A team helps clients evaluate potential targets or merger partners, as well as financial and strategic alternatives. We advise on strategy, timing, valuation, structure and financing, and we assist in negotiating and closing transactions.
- Restructuring Advisory: Unlike most other Canadian firms, our professionals combine an extensive knowledge of restructuring strategies with M&A expertise, credit analysis skills, capital markets knowledge, industry expertise and negotiation experience in distressed situations.
- Debt Advisory: Echelon is the only independent IIROC dealer that has a dedicated debt advisory group. We assist our clients optimize their finances by obtaining the best sources of debt and achieving the best transaction structures and terms. Our Debt Advisory team has detailed knowledge and insight across the debt markets including corporate debt, leveraged finance, structured finance, real estate finance and capital markets.
Equity Capital Markets
Our highly-experienced Equity Capital Market team supports you from origination to execution with all of your equity needs. Our services include equity-linked financings, including IPOs and RTOs, PIPEs and private company placements. In addition, we have significant experience in follow-on marketed and bought-deal offerings.
Debt Capital Markets
The Echelon Debt Capital Markets team works closely with mid-market issuers across all sectors, including first-time issuers and those with complex situations, to raise public debt capital. We offer strong structuring and distribution capabilities in the areas of high yield bonds, structured note offerings and other bespoke fixed income solutions. We oversee identifying the proper deal structure, offering format and marketing strategy to optimize deal execution. Our DCM team has strong relationships with a large number of institutional debt investors which helps us in marketing new-issue transactions.
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We offer equity research across a range of industries and complete coverage of buy-side clients.
Up-to-date, in-depth, and high-quality equity research is vital to making smart investment decisions. Echelon’s award winning team brings recognized sector and capital market expertise to its coverage of 100+ Canadian stocks. Analyst research stocks across the full range of market capitalizations to better understand industry shapers and industry breakers. Our coverage focuses on high-growth, entrepreneurial companies typically within the mid and small capitalization range of the market. However, our depth and breadth of experience affords the ability to analyze securities within the context of global capital markets and across market capitalizations.
Our Equity Research Analyst Team provides clients and their Advisors with comprehensive industry and capital markets news, with superior proprietary analysis of global companies and important global exchanges. We publish a variety of periodic and stand-alone equity and industry analyses, White Papers, and technical analysis reports used by our Investment Advisors to determine and present comprehensively informed approaches to your financial future.
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Sales and Trading
Unique public and private investment opportunities for accredited investors and efficient trade execution for institutional and retail
Our research-driven Sales & Trading team is focused on serving the investment needs of our institutional and retail clients.
We are committed to providing our clients with reliable and objective investment advice and superior trade execution, with minimal impact on the markets. Our team of Sales & Trading professionals trades the securities of high growth and mid-cap companies in our areas of focus on behalf of hundreds of institutional investors in North America and abroad.
Our Sales Team liaison closely with our Research Team to offer sector specific ideas and expertise. Our Institutional Sales team services a full spectrum of Institutional investors, utilizing a research-driven sales philosophy. A essential component of our client service focuses on building and maintaining strong relationships with management teams, and conducting non-deal roadshows to introduce those management teams to our institutional investors, as well as Echelon’s retail wealth management division. We host a number of industry specific conferences each year, where corporate and institutional clients are brought together to efficiently share in-depth information and investment perspectives.
We are proud to offer a full-service financial services solution to Canada's middle market. Our sector experience coupled with our superior end-to-end execution capabilities allow us to foster key strategic relationships with our clients. – Karanjit Bhugra, Co-Head of Capital Markets
