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RIA Homrich Berg Secures $75M in Debt Financing

Published: June 8, 2022

The deal allows $13 billion Homrich Berg to maintain majority control of the firm and fund future M&A.

Source: wealthmanagement.com

Related Topics:

Homrich BergFirst Citizens BankFirst CitizensNew Mountain Strategic EquityNew Mountain CapitalHomrich Berg President ThomasOakbridge Partners

Homrich Berg Makes Largest Deal Yet for $1.5B RIA in Its Backyard

Published: April 4, 2022

With its deal to acquire Oakbridge Partners, Homrich Berg doubles down on its market position in Atlanta.

Source: wealthmanagement.com

Related Topics:

Homrich BergEric TooleWilliam CohenKevin CampbellAmy OwenThomas CarrollOakbridge PartnersPrincipals Warren WickJennifer StoreyBrandon DownsGenspring Suntrust Private WealthPalm BeachNew Mountain Strategic EquityNew Mountain Capital