Three ways towork with us.
Each one ends in the same place: a company that runs on Emerson, with a team that knows it well.
We operate your back office, on Emerson.
Your client records, mail, money and follow-up move onto Emerson. Our team runs it alongside yours, so the work gets done and nothing slips.
For
Firms that grow by relationships and acquisitions, starting with registered investment advisers.
What we do
Move you onto Emerson, shape it to how you work, and run the daily operations with you.
What you get
Your own system, a named team, and every firm you acquire running on it from its first week.
We co-found with operators.
You know the market. We bring the systems, the team and the structure, and the company runs on Emerson from the first day.
For
Operators with a proven offer and a market they understand, ready to build a company around it.
What we do
Stand up the operations, the sales system and the back office, and stay in it with you.
What you get
A partner with equity in the outcome, not a vendor with an invoice.
We buy businesses to hold.
We acquire service businesses we intend to keep for the long term, and put them on Emerson from the first week so the next owner of the day-to-day has a system that works.
Talk to us about a business