TPG Growth Makes Minority Investment in Homrich Berg

New Mountain Capital Makes Minority Investment in Homrich Berg

July 30, 2021

Financial Services

New Mountain Capital (via New Mountain Strategic Equity I, L.P.) has made a minority growth investment in Atlanta-based wealth management firm Homrich Berg to support ownership succession and accelerate the firm's growth and capability expansion. Homrich Berg’s founders and current owners retain majority ownership and will continue to operate the independent, fee-only RIA focused on high-net-worth individuals, families and institutions.

TPG Capital Makes Minority Investment in Creative Planning

September 30, 2024

Wealth Management

TPG Capital has made a substantial minority growth investment in Creative Planning, a leading independent wealth management firm, joining existing investor General Atlantic. Terms were not disclosed; Creative Planning CEO Peter Mallouk will remain in place and retain a majority stake. The capital will support continued expansion and enhancement of the firm's wealth-management and planning-led service offerings.

Homrich Berg Acquires WMS Partners

January 16, 2025

Financial Services

Atlanta-based Homrich Berg (HB Wealth Management) has closed the acquisition of WMS Partners, a Towson, Maryland-based RIA with $6.4 billion in AUM. The deal expands HB's family office capabilities and mid-Atlantic presence, bringing combined AUM to over $24 billion and keeping WMS's leadership and advisors in the Towson office to ensure continuity for clients.

TPG (via TPG NEXT) Announces Strategic Minority Investment in Demopolis Equity Partners

November 13, 2024

Financial Services

TPG will make a strategic minority growth investment in Demopolis Equity Partners through its TPG NEXT strategy, providing growth capital and operational support to help scale the Demopolis platform. Demopolis, a technology-focused lower-middle-market private equity firm founded in 2022, will gain access to TPG's capital formation, capital markets, sourcing, and diligence capabilities.

TPG Acquires Peppertree Capital Management

July 2, 2025

Infrastructure

TPG Inc. has completed its acquisition of Peppertree Capital Management, adding a $7.8 billion communications infrastructure investing strategy that will operate as TPG Peppertree. The business will be led by Peppertree's Co-Managing Partners Howard Mandel and Ryan Lepene and expands TPG's footprint in digital infrastructure, bringing pro forma AUM to $258 billion.

TPG Growth Acquires Majority Stake in Morrow Sodali

April 26, 2022

Consulting

TPG Growth has acquired a majority stake in Morrow Sodali, the global shareholder engagement and governance advisory firm, with Granite Creek Capital Partners retaining a minority position. The investment is intended to accelerate Morrow Sodali’s global growth, expand its services and M&A capabilities, and support continued investments in ESG, governance, and shareholder engagement offerings.