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The Power of Partnership

We go beyond capital — we are strategic partners empowering an elite class of entrepreneurs in wealth and asset management to scale, innovate, and lead

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BY THE NUMBERS

EP
21

PARTNER
FIRMS

EP
18

YEAR TRACK
RECORD

YEARS AVERAGE HOLD
8

YEARS AVERAGE
HOLD

EP
$120 B+

PARTNER FIRM
ASSETS

EP
$500 M+

IN COMBINED
REVENUE

OUR SOLUTION

Emigrant Partners crafts flexible, tax efficient solutions for its partner firms, often at multiple points throughout the firm's lifecycle

GROWTH CAP BLUE

GROWTH
CAPITAL

Funding to accelerate organic growth initiatives

MA FINANCE

M&A
FINANCE

Structuring accretive acquisitions to propel inorganic growth

LIQUIDITY BLUE

FOUNDER
LIQUIDITY

Providing capital to buy out partners at a market valuation

SUCCESSION BLUE

INTERNAL SUCCESSION

Facilitating internal equity transfers between majority owners and key next gen employees

RETENTION BLUE

RECRUITMENT
& RETENTION

Financing for advisors and team acquisitions

EP crafts bespoke, tax-efficient solutions for its partner firms, often at multiple points throughout the firm's lifecycle