WilmerHale Advises Pure Financial Advisors in Strategic Minority Investment by Emigrant Partners

• 5.29.2020

On May 27, 2020, Pure Financial Advisors, Inc. (“Pure”), a fast-growing financial planning and investment advisory firm that manages over $2.4 billion in client assets, announced that Emigrant Partners (“Emigrant”) has acquired a minority stake in the firm for an undisclosed amount. The transaction will provide Pure with access to capital for organic growth initiatives and reinvestment in the company, M&A support for future tuck-in acquisitions and the resources of the largest privately held, family owned and operated bank in the country, New York Private Bank & Trust (Emigrant’s parent company).

The WilmerHale team representing Pure was led by Stephanie Evans and includes Chalyse Robinson, William Caporizzo, Joseph Minko, Nathan Moore and Meghan Walsh.