Value-add Partnership

Our history of partnering with wealth, asset, and alternative investment management firms dates back to 2007. Our mission is to partner with exceptional management teams with successful track records. We provide our partner firms long-term, stable capital, and growth support through our strategic guidance and the ability to leverage Emigrant Bank’s extensive network of affiliate businesses. Our model allows partner firms to retain control over their strategy, investment decisions, and day-to-day operations.


Partnering with Emigrant Partners is more than just a financial transaction. We work alongside our partner firms to help them achieve their strategic vision and goals.

EP Partner Firm Network

Valuable network of leaders who share best practices, serve as advice partners and collaborate through study groups and one-to-one interaction. EP’s central role as a strategic partner within this network of leading wealth and asset managers creates opportunities for connection and partnership among and across these firms.

Strategic Advice

EP’s team works intimately on strategic development with those partner firms who look to us as a valued strategic resource. With a dedicated Managing Director of Strategic Development whose primary role is to partner with firms on their key initiatives, EP employs a partnership approach to the development and execution of business initiatives that touch on many areas of the organization, including Advisors, Investments, Operations, Finance, Talent Development, Marketing, Compliance, and Technology.

M&A Support

With backgrounds in finance, corporate and M&A law, investment banking, private equity, and strategy, the EP team has extensive experience to provide guidance and support to our partner firms looking to execute M&A. In aggregate, the EP team has worked on over one hundred transactions. Our involvement can include: sourcing of merger, acquisition, and lift-out candidates; leading due diligence processes; valuation, transaction structuring, and financial modeling; work with the firm’s outside counsel in drafting and negotiating of legal documentation; and integration advisory support. We tailor our level of involvement in M&A processes to the needs and desires of the partner firm and we are equipped to scale our involvement up or down as needs change throughout the deal lifecycle.

Emigrant Bank Affiliate Network

EP has strong working relationships with the leadership of Emigrant Bank’s affiliated firms, whose primary mandate is to deliver exceptional and specialized service to HNW, UHNW, and family office clients.