Press Release

Morgan Lewis Counsels Emigrant Partners on Elevation Point Investment Realization

November 10, 2026

NEW YORK, November 9, 2026: Morgan Lewis represented Emigrant Partners in the successful realization of its investment in Elevation Point following a recapitalization by Merchant. The transaction provides full liquidity for Emigrant Partners’ investment in Elevation Point. Financial terms were not disclosed.

Emigrant Partners provides minority capital and hands-on strategic support to independent wealth and asset management firms. Elevation Point is a strategic growth partner for independent wealth management firms and the advisors building them.

Morgan Lewis partners Christopher Lawrence, Sheryl Orr, and Davis Truslow advised Emigrant Partners.

For more, read the announcement.