Homrich Berg Acquires Oakbridge Partners (RIA) for Expansion in Metro Atlanta
April 4, 2022
Homrich Berg (HB) announced it is expanding in metro Atlanta by acquiring Oakbridge Partners, a $1.5 billion fee-only RIA based in Buckhead. Upon closing, the firms expect combined assets under management of more than $13 billion, with Oakbridge’s principals and team joining HB.
- Buyers
- Homrich Berg
- Targets
- Oakbridge Partners
- Industry
- Financial Services
- Location
- Georgia, United States
- Transaction Type
- Buyout
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