Fundz
Real-time · AI · Cross-signal

Homrich Berg just moved. Here's exactly what to do next.

Who to reach, what to say, and why now — on Homrich Berg, plus every contract, funding round, and exec hire that follows. Verified, ICP-ranked contacts on demand (email + mobile).

Used by professionals at BlackRock, Oracle, Kleiner Perkins, HubSpot, and other leading firms — built on 10 years of proprietary signal data.

Choose your planRequest a demo
▶
Watch the 2-minute tour · with sound

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.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Homrich Berg's next move

Learn about Strategic plan

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