A Premium Full-Service Investment Bank for Canada’s Middle Market
We have participated in 400 public market transactions that have raised over $16 Billion in capital for our clients.
Capital Markets was the Lead or Co-Lead in over 70 financings and have closed over 25 advisory engagements during this time.
Creative Solutions and Superior Execution
Echelon Capital Markets is a premium full-service broker dealer offering Investment Banking, Advisory, Equity Research, Sales Trading and Retail distribution to small cap and medium sized public and private companies in a wide variety of sectors. Our Investment Banking team is comprised of 8 highly-experienced senior bankers with an average of approximately 18 years of experience gained at leading Canadian (both large and boutique) and International Investment Banks, as well as leading accounting firms.
Our Investment Banking group provides access to strategic advisory, M&A, analysis and valuation services as well as creative equity and debt solutions. We offer equity research on over 100 companies across a range of industries and complete coverage of buy-side clients.
Our sales and trading team offers unique private investment opportunities for accredited investors and efficient trade execution to our institutional and retail clients.
OUR SERVICES
Investment Banking
Access Strategic Advisory, Mergers and Acquisition, Analysis and Valuation Services, and Creative Equity and Debt Solutions.
Our successful track record of performance lies in full-service investment banking that is focused on growing mid-cap growth companies, in key sectors where our investment banking team has specialized knowledge and strong corporate and “buyside” relationships. Our dedicated team of investment bankers provides access to Strategic Advisory, Mergers and Acquisition, Analysis and Valuation Services, and Creative Equity and Debt Solutions.
Echelon clients trust us to lead due diligence and successfully execute public and private equity investment opportunities, corporate development projects, perform general market research to identify attractive investment themes, source investment opportunities that meet portfolio objectives, as well as analyze investment opportunities and prepare proposals, including financial modelling, valuation, and comparable company analysis.
Our clients benefit from access to our exclusive proprietary deal flow, comprehensive capital markets capabilities and proven industry expertise, our research department, a large active retail distribution, and history of transaction executional excellence.
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 120+ 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 analyse 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 financial Advisors to determine and present comprehensively informed approaches to your financial future.
Sales and Trading
Unique public and private investment opportunities for accredited investors and efficient trade execution for institutional and retail
Echelon’s Sales and Trading Team offer detailed trade execution and specialized sales to our institutional and retail clients.
Our sales team liaison closely with our Research Team to offer sector specific ideas and expertise. We have integrated institutional Sales and Trading desks in Vancouver, Calgary, Toronto, and Montreal giving Echelon clients unparalleled access to capital market opportunities.
Equity Capital Markets Services
Benefit from exclusive access to private equity deals that ordinarily aren’t available to individual investors. We offer effective marketing and distribution of new issues, initial public offerings, private capital transactions, special warrants, and other corporate finance products.
Echelon is a leading Capital Markets firm offering deep Equity Capital Markets coverage to corporate, institutional and private clients with unparalleled industry experience and tools.
Echelon’s Equity Capital Markets Team provides effective marketing and distribution of new issues, initial public offerings, private capital transactions, special warrants and other corporate finance products, and our broad global network of trusted relationships and expertise brings our corporate, institutional, and private clients together in value-added transactions.
We offer deep capital markets coverage from our extensive experience in executions forged from seamless relationships with our Investment Banking and Advisory Teams that provide financial sponsors with the industry experience and tools they need.
Echelon clients also benefit from exclusive access to private equity deals that ordinarily aren’t available to individual investors. Our private equity allotments in Uber and Spotify, for example, gave our clients access to shares in such pre-IPO raises for larger-cap, high profile companies that a bank-owned firm is typically unable to provide to their investment clients.
Contact us to find out how these exceptional Echelon Capital Markets Advisor resource supports can help maximize your portfolio: Institutional Trading Desk, Dedicated Investment Banker, and Structured Products Specialist.
New Issue and Private Placement
Our Capital Markets Team is available for individual clients to benefit from. This exclusive access can enhance your portfolio performance through our trusted expertise in Investment Banking, Research, Corporate Finance, and Institutional Trading. Our Capital Markets Equity solutions include Private Placements, Initial Public Offerings, Secondary Public Offerings, Convertible Security Issues, and Structured Products.
Enhance your financial portfolio performance using our team of Capital Markets Advisors.
Echelon’s Capital Markets Team is available for individual clients to benefit from. This exclusive access can enhance your portfolio performance through our trusted expertise in Investment Banking, Research, Corporate Finance, and Institutional Trading. Our Advisors can help you select stocks that will position you to fortify your portfolio and can offer you additional investment opportunities, such as buying new issues of stock in companies seeking to raise money.
Contact us to find out more about our Capital Markets Equity solutions, which include Private Placements, Initial Public Offerings, Secondary Public Offerings, Convertible Security Issues, and Structured Products. We also provide superior follow-up support for clients and assist with market and investor communications during and after an issuance.
Our Capital Markets and Wealth teams collaborate often. We view this channel as a key strategic partner to grow our business. – Karanjit Bhugra, Co-Head of Capital Markets
Specialized Financing Solutions for Less Than C$50M Market Capitalization, High Growth Companies.
Echelon’s Origination team can facilitate flexible, cost effective and expedited financing solutions to small cap, high growth Canadian issuers. We assist issuers with business development, strategic planning, investment pitch crafting, identify and recommend structuring alternatives, market to select institutional and national retail accounts, and provide a gateway to the full suite of Echelon Wealth Partners institutional products.
A typical Origination issuer will meet the following criteria:
- Less than C$50M in market cap, public or private
- If private, issuer usually has a view of going public within 12 to 18 months
- Raising capital in the amount of C$5M to less than $10M
- Look at all non-brokered or potential to be brokered opportunities
- All industries
- All jurisdictions
