New Mountain Capital Makes Minority Investment in Homrich Berg
July 30, 2021
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.
- Targets
- Homrich Berg
- Industry
- Financial Services
- Location
- Georgia, United States
- Transaction Type
- Growth capital
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