Private Equity – Minority Stake Investment by Emigrant Partners in Stratos Wealth Management

Seward & Kissel represented Emigrant Partners in connection with its minority stake investment in Stratos Wealth Holdings, LLC.

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 17 firms overseeing more than $50 billion in aggregate AUM and AUA.