With a distinguished career spanning over three decades, Liz brings a wealth of knowledge as an advisor, investment banker, and entrepreneur. Her specialization encompasses critical areas such as mergers and acquisitions, succession and liquidity planning, strategic advisory services, compensation structuring, in-depth financial and business analysis, and strategies for organic growth. This comprehensive skill set positions her as a valuable asset to Emigrant Partners and the wider wealth management ecosystem. Her profound understanding of the financial landscape enables her to offer tailored solutions and strategic direction to partner firms.
Prior to her current roles, Liz founded Silver Lane in 2007, a boutique investment bank that quickly rose to prominence as a leading M&A advisor in the wealth and asset management industry. Under her leadership, Silver Lane consistently achieved top rankings, solidifying her reputation as a driving force in financial advisory. The successful sale of Silver Lane to a Fortune 500 company in 2019 marked a significant milestone in her career. In 2024, Liz transitioned from investment banking to direct investment, further cementing her dedication to the industries she has served throughout her career, now prominently through her engagement with Emigrant Partners.
Beyond her professional achievements, Liz is a passionate advocate and mentor for women in financial services. Mergers & Acquisitions magazine recognized her as “the most experienced female investment banker serving the investment management and securities industry,” highlighting her trailblazing impact. Her leadership and contributions have been further acknowledged through accolades such as the M&A Advisor’s Leadership Award in 2021 and her induction into the prestigious M&A Hall of Fame. InvestmentNews also recognized her as a Woman to Watch in 2019, underscoring her influence and future potential in the financial world.
Liz’s career foundation was built at Berkshire Capital, where she provided M&A and strategic advisory services to Registered Investment Advisors (RIAs). Notably, she co-founded the investment banking industry’s first specialized M&A practice focused on serving wealth management firms during her tenure there. This pioneering initiative demonstrates her early vision and commitment to the sector, qualities she continues to embody at Emigrant Partners, driving its mission to support and elevate the wealth management industry.
