TPG, Creative Planning
Financial Advisor IQ · 12h
Homrich Berg to Sell Minority Stake to PE Shop TPG
Atlanta-based wealth management firm Homrich Berg is getting an investment from private equity shop TPG, according to news reports. TPG has agreed to acquire a minority stake in the firm in a deal that will let Homrich Berg's management team retain control of the business, Reuters wrote, citing an announcement from the companies last week.
Think Advisor · 4h
Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative Planning
Peter McGoohan, a partner at TPG Capital, said Creative Planning has build an “unparalleled business” in the wealth management space, noting his firm “looks forward to working closely with Peter and Creative’s impressive management team and advisors to invest behind the company’s continued growth and expansion.”
Think Advisor · 3d
Private Equity Firm TPG Takes Minority Stake in Homrich Berg
TPG Growth, the middle market and growth equity platform of asset manager TPG, is taking a minority stake in the Atlanta-based registered investment advisor Homrich Berg (HB). Terms of the transaction, which was first reported by Reuters, were not disclosed.
PE Hub · 3d
TPG Growth invests in wealth management firm Homrich Berg
TPG Growth has made a minority investment in Homrich Berg, an Atlanta-based wealth management firm. No financial terms were disclosed. Homrich Berg’s existing backer New Mountain Capital will remain an investor. TPG Growth’s investment will enable HB to continue to expand its capabilities, attract talent, and further enhance its client services.
WealthManagement.com · 3d
$18B Homrich Berg to Sell Minority Stake to TPG
Executives at Homrich Berg, an Atlanta-based RIA integrator with $18 billion in assets, will sell a minority stake in the firm to TPG Growth, the middle market and growth equity platform of TPG, a San Francisco-headquartered private equity firm, the company confirmed.
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