Homrich Berg - M&A Summary and Business Overview

Financial ServicesCompany

Homrich Berg M&A Summary

Homrich Berg has acquired 1 company, including 1 in the last 5 years.

Homrich Berg has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Homrich Berg Business Overview

Where is Homrich Berg headquartered?

Homrich Berg is headquartered in Atlanta, Georgia.

What sector is Homrich Berg in?

Homrich Berg is a financial services company.

When was Homrich Berg founded?

Homrich Berg was founded in 1989.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Homrich Berg

Homrich Berg

3550 Lenox Rd NE, Suite 2700,
Atlanta, Georgia 30326
United States,
(404) 264-1400
www.homrichberg.com

Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as a financial team for clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg was founded in 1989 and is based in Atlanta, Georgia.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - 1 - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Oakbridge Partners Ltd. 2022-04-04 - Add-on Acquisition
Atlanta, Georgia · www.oakbridgepartners.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Georgia 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

1989

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