Elevation Point Takes Minority Stake in Stonebrook Private
January 21, 2025
Elevation Point has made a strategic minority investment in Stonebrook Private, a Northville, Michigan-based fee-only fiduciary advisory firm with over $750 million in AUM. The partnership will allow Stonebrook to retain control while leveraging Elevation Point's resources to accelerate growth and enhance client service capabilities.
- Buyers
- Elevation Point
- Targets
- Stonebrook Private
- Industry
- Wealth Management
- Location
- Michigan, United States
- Transaction Type
- Growth capital
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