Merger Integration

 
  • COO and CCO, Luminus Capital 

  • Vice President, Focus Financial Partners

  • Financial Analyst, Merril Lynch

MATT

Deal-Related Services

  • Operations and Tech Consulting 

  • M&A Support Services 

  • Retainer Services

President and CEO

PFI Advisors

SONNEN

Experience

 
  • Principal, Tiburon Strategic Advisors

  • President & CEO, Capital Analysts Incorporated

  • Director, Moss Adams, LLP

  • CFO, Lincoln Financial Advisors

Experience

MATT

Deal-Related Services

  • Strategy Consulting

  • Mergers & Acquisitions Strategies

  • Post-Merger Integration Plans

  • Succession Planning

Managing Partner 

Strategy & Resources, LLC

LYNCH

 

© ECHELON Partners 2017. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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