Capital Formation in Specialty Finance

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COVID has changed the capital formation playbook for specialty finance. How have transactions been impacted and what should lenders now be aware of when they seek funds?

This webinar will cover what to keep in mind leading up to transactions. How lenders can COVID-proof their valuation , expand their portfolio funds and set themselves up for M&A.



What to know when raising capital

Echelon provides a detailed overview on requirements and recommendations for M&A and fundraising transactions in specialty finance.

  • Karanjit Bhugra

    Director & Head of Capital Markets

    Echelon Wealth Partners

  • Michael Morris

    Managing Director

    Northleaf Capital Partners

  • Chris Pileggi

    Senior Director

    BMO Corporate Finance Division

  • Akash Goyal

    Director, Investment Banking

    Echelon Wealth Partners




Sept. 30th


10:30am ET



2019 Innovative Lender Awards

Congratulations to Eva Wong and Andrew Graham for winning the 2018 LEADER OF THE YEAR leadership award.  The Tiffany & Co. crystal award was presented on Nov 21st at the Lenders Summit.

We are now welcoming 2019 Innovative Lender of the Year nominations. Innovative Lenders are defined as: Executives and thought leaders who think outside the box to develop and foster innovative concepts and strategies that help move the overall lending industry forward.

We invite you to nominate an innovative lenders for this award. Award recipients may include:

  • Solution providers servicing the lending community
  • Executives of B2B and B2C lending companies
  • Industry thought-leaders and rainmakers

Additional criteria will encompass some or all of the following three areas (please be as descriptive as possible in each response):

  1. Emerging lending technology solutions or business models that executives helped to advance.
  2. Specific innovative lending strategy or idea conceptualized and/or launched.
  3. Business results or positive outcomes, or expected results, following a successful implementation of the innovative strategy or concept.

We’ll also ask for any additional insights or comments related to the nominee’s qualifications for receiving an Innovative Lenders Award.

To nominate an executive click the NOMINATE link

Nominate for Award