Seward & Kissel advises Emigrant Partners in its Strategic Minority Investment in Stratos Wealth Holdings

April 15, 2020

On April 1, 2020, Stratos Wealth Holdings, LLC announced its receipt of a strategic minority investment from Emigrant Partners. Seward & Kissel was pleased to represent Emigrant Partners in connection with this investment management industry transaction.

Beachwood, Ohio-based Stratos Wealth is a family of companies that collectively advises $14.5 billion in brokerage and investment advisory assets, with a national network of 300 financial advisors and financial planning practitioners working across 87 offices. New York-based Emigrant Partners makes non-voting minority investments into wealth, asset and alternative asset management firms, and together with its affiliate Fiduciary Network is currently partnered with 15 firms overseeing approximately $50 billion in aggregate AUM and AUA.

Seward & Kissel LLP ( is a leading New York law firm, originally established in 1890, offering legal advice emphasizing business, financial and commercial law and related litigation. The firm’s Business Transactions Group handles middle-market M&A, private equity, venture capital and joint venture transactions involving a wide variety of industries. The firm is ranked as Highly Regarded for Corporate/M&A by Chambers USA and is recommended by The Legal 500 in the middle-market M&A category, stating that Seward & Kissel “advises on market-leading transactions within the industries where the firm has an international reputation, namely investment management and shipping” and “also handles complex middle-market deals in the media industry and international sell-side M&A.”

The company’s press release describing this transaction can be viewed by clicking here.