At Hue Partners, we believe Mergers and Acquisitions should be grounded in relationships. Hue was specifically designed for founders, by founders, who appreciate the power of trusting partnerships. You deserve the best M&A guidance for this once-in-a-lifetime transaction. Hue was made for you. We offer our clients the following services:- Sell-Side Advisory- Advisor Transitions- M&A Consulting

As Head of Corporate Development, Emily drives a significant part of the firm’s growth engine. She has primary responsibility for developing and executing Caprock’s advisor recruitment, acquisition and lift- out strategy.

• Execute the Corporate Development and Strategy team’s inorganic growth strategy with a concentration on acquisitions and strategic initiatives • Supported the team in closing 25 wealth advisory acquisitions nationwide• Involved in the complete deal life cycle from sourcing to integration• Responsible for overseeing financial valuation process for any new acquisition and the post-closing financial monitoring of those firms• Developed and took to market a spectrum of succession offerings for advisors; responsible for building the valuation model, developing the marketing collateral, sourcing strategy, due diligence process, term sheet, and integration road map.• Maintain strong relationships with bankers and key external relationships across the country• Organized nation-wide advisory training program, MarinerWeek, for new advisors to learn about the Mariner offerings and further align with our organic growth strategy

• Responsible for leading M&A integration and new system implementation efforts across the entire TortoiseEcofin departmental ecosystem• Chair the Sustainability and Impact Committee, responsible for partnering with thefirm’s portfolio teams to integrate ESG, sustainability, and impact elements into theirinvestment process• Tactically implement the strategic direction of the Executive Committee across allfunctions and ensure that all efforts are cohesive and collaborative• Helped develop the firm’s corporate social responsibility framework including diversity &inclusion, employee engagement, and philanthropy• Facilitate strategic initiatives throughout the entire project lifecycles while ensuringsustainability and success• Work alongside all core departments on all new system implementations and specialprojects• Member of the Business Management Council and all development committeesfocused on business growth and process improvement

• Execute strategic initiatives set out by the Executive Committee, ensuring cross-functional collaboration, stability, and success• Responsible for leading M&A integration efforts across the entire departmental ecosystem• Responsible for leading and supporting international expansion, including: - Relationship management with the London leadership and service providers - System integration and optimization - Product development and product globalization efforts - Distribution prioritization and training• Promote innovation in platform development, integration, system implantation,product development, and other firm-wide initiatives

- Played a key role of tying together client acquisition, client retention and marketing initiatives.- Helped tactically implement the strategic direction of the Executive Committee through these business units and ensures that all efforts are cohesive and collaborative. - Supported all new product and business incubation efforts.- Focused on building processes around client and internal communications as well as marketing initiatives, working closely with the previously mentioned business units. - Collaborated closely with key stakeholders in the incubation areas including the firm’s passive business, direct lending platform and clean energy strategy.

-Provided research and financial analysis support in pursuit of strategic development, including diligence, market research and competitive analysis-Provided support to traditional business development and client service efforts as well as the development of new products and distribution channels through research and financial analysis and assistance with necessary documentation