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Homrich Berg Announces New Minority Investment Partner TPG Growth

Sep 26, 2024•over 1 year ago

Contract Type

partnership

AtlantaOtherFinancial ServicesSoftware

Description

Homrich Berg proudly announces a new chapter with a strategic minority investment from TPG Growth, the middle market and growth equity platform of TPG, a leading global alternative asset management firm. This partnership, alongside the existing minority equity partnership with New Mountain Capital, aims to fuel HB's growth and expansion of client experience while maintaining its commitment as a fiduciary advisor.

Company Information

Company

Homrich Berg

Location

Atlanta, Georgia, United States

About

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families and not-for-profits. Homrich Berg manages over $10 billion for more than 2,000 family relationships nationwide.

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months