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The survey point ensures strategic minority investments by emigrants

Capital infusion and credit facility to accelerate expansion and at the same time independence and culture

MinneapolisPresent May 6, 2025 / Prnewswire/ – Elevation Point, a strategic growth partner and minority investor who supports independent consultants and Breakaway teams today announced that he received a strategic investment of minorities from emigrants, a leading capital and advisory partner of the asset and asset management industry. As part of the partnership, the emigrant has set up an important senior debt facility in order to further fuel the expansion of Elevation Point.

Emigrant partner's logo

“We are enthusiastic about working with Emigrants Partners, a trustworthy name in the investment in minorities and one of the most respected family institutions in the world of wealth management,” said the most respected asset management ” Jim DicksonFounding partner and CEO from Elevation Point. “Liz NesvoldA long -time friend and trustworthy consultant, whose leadership and industrialized enormous trust inspire, led our cooperation with the emigrant team and marked the beginning of a long -term relationship when we enter our next growth phase. “

The partnership will enable increases to expand their services for customers with a high network and ultra-high-net cubes, to improve the skills of the family office and to integrate their consulting teams. Financial conditions have not been announced.

“The know -how and the mission of Elevation Point meet our commitment to provide our partner companies the support and the instruments they need to achieve their goals for growth and succession” Liz NesvoldChairman of Emigrant Partners. “How we understand and appreciate Jim and the team at Elevation Point the entrepreneurial way of thinking and together we can help independent consultants to bring their business to the next level.”

Emigrant Partners is a specialist for capital and consulting partners with an 18-year track record for the creation of minorities and non-voting investments in leading corporate assets. It is one of the cornerstones in the Emigrant Bank and Milstein Companies, a fourth generation operational unit. Milstein Companies has or has invested in some of the elite companies and brands in asset solutions, banking, trust, real estate, private markets, special financing and professional sports sectors.

“When we got to know Jim and the Elevation Point team, we were impressed by how her model was oriented – the consultant who achieved independence and scaling,” said “said”, “said”, said “, said”, said, “said,” said, “said,” said, “said,” said, ” Say “,” said, “said,” said, “said,” said, “said”, ” Jenny SouzaCEO and President of Emigrant Partners. “You are a diversifying addition to our network and increasing our fight against Breakaway teams. A channel that we believe will benefit from our combined strategic advisory and capital resources.”

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