Emily Blue, Cfa
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Emily Blue, Cfa Email & Phone Number

Co-Founder of Hue Partners | Sell-Side Advisory | Breakaway Advisor Transition | M&A Consulting at Hue Partners
Location: Kansas City, Missouri, United States 8 work roles 1 school
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Role
Co-Founder of Hue Partners | Sell-Side Advisory | Breakaway Advisor Transition | M&A Consulting
Location
Kansas City, Missouri, United States

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Emily Blue, Cfa is listed as Co-Founder of Hue Partners | Sell-Side Advisory | Breakaway Advisor Transition | M&A Consulting at Hue Partners, based in Kansas City, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Emily Blue, Cfa.

Emily Blue, Cfa previously worked as Co-Founder, Managing Partner at Hue Partners and Head of Corporate Development at Caprock. Emily Blue, Cfa holds Bachelor Of Arts (Ba), Economics, Mathematics, Applied Critical Thought And Inquiry (Act-In) from William Jewell College.

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Hue Partners

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About Emily Blue, Cfa

After years spent negotiating transactions for buyers, I realized I was sitting on the wrong side of the table. While I am deeply passionate about M&A, I felt something was missing — my hearts is with the founders and entrepreneurs navigating this once-in-a-lifetime event. Hue was specifically designed for founders, by founders, who appreciate the power of trusting partnerships. At Hue Partners, we believe Mergers and Acquisitions should be grounded in relationships. I am one of the only wealth management M&A professionals who has actually lived and breathed post-deal corporate integration. I look at M&A through the lens of ensuring promises made during the deal process get fulfilled for clients, employees, and shareholders.

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Hue Partners
Hue Partners
Co-Founder of Hue Partners | Sell-Side Advisory | Breakaway Advisor Transition | M&A Consulting
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8 roles

Emily Blue, Cfa work experience

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Co-Founder, Managing Partner

Current

Kansas City

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

Mar 2024 - Present

Head Of Corporate Development

Kansas City, Missouri, United States

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.

Jan 2023 - Feb 2024

Director, Mergers And Acquisitions

Overland Park, Kansas, United States

• 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

Jul 2021 - Jan 2023

Director - Business Management

• 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

Sep 2020 - Jul 2021

Vice President - Strategic Investment Group & Strategic Partner - Ecofin

• 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

Dec 2019 - Sep 2020

Senior Business Analyst

- 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.

Dec 2018 - Dec 2019

Junior Analyst

Kansas City, Missouri Area

-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

Sep 2016 - Dec 2018

Analyst

Montage Investments

Kansas City, Missouri Area

Jul 2014 - Sep 2016
1 education record

Emily Blue, Cfa education

FAQ

Frequently asked questions about Emily Blue, Cfa

Quick answers generated from the profile data available on this page.

What company does Emily Blue, Cfa work for?

Emily Blue, Cfa works for Hue Partners.

What is Emily Blue, Cfa's role at Hue Partners?

Emily Blue, Cfa is listed as Co-Founder of Hue Partners | Sell-Side Advisory | Breakaway Advisor Transition | M&A Consulting at Hue Partners.

Where is Emily Blue, Cfa based?

Emily Blue, Cfa is based in Kansas City, Missouri, United States while working with Hue Partners.

What companies has Emily Blue, Cfa worked for?

Emily Blue, Cfa has worked for Hue Partners, Caprock, Mariner Wealth Advisors, Tortoiseecofin, and Tortoise.

How can I contact Emily Blue, Cfa?

You can use AeroLeads to view verified contact signals for Emily Blue, Cfa at Hue Partners, including work email, phone, and LinkedIn data when available.

What schools did Emily Blue, Cfa attend?

Emily Blue, Cfa holds Bachelor Of Arts (Ba), Economics, Mathematics, Applied Critical Thought And Inquiry (Act-In) from William Jewell College.

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