Add-on Acquisition • Business Services

Hightower Acquires NEPC

On October 21, 2024, Hightower acquired business services company NEPC

Acquisition Context

This is Hightower’s 6th transaction in the Business Services sector.
This is Hightower’s 6th transaction in the United States.
This is Hightower’s 1st transaction in Massachusetts.

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M&A Deal Summary
Date	October 21, 2024
Target	NEPC
Sector	Business Services
Buyer(s)	Hightower
Deal Type	Add-on Acquisition
Advisor(s)	Moelis & Co. (Financial) Goodwin Procter (Legal)

Target Company

NEPC

Boston, Massachusetts, United States

NEPC is a global investment consultant, private wealth advisor, and OCIO provider serving over 400 retainer clients and more than $1.66 trillion in total assets. NEPC is based in Boston, Massachusetts.

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Buyer Overview 1

Buyer

Hightower

Chicago, Illinois, United States

Category	Company
Founded	2008
Sector	Business Services

DESCRIPTION

HighTower provides its services to individuals, high net worth individuals, endowments and foundations, institutions, ERISA and other retirement accounts, pension and taft-hartley plans, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and institutional organizations such as colleges, universities. It manages separate client focused portfolios. Hightower was founded in 2008 and is based in Chicago, Illinois.

Deal Context for Buyer	#
Overall	6 of 6
Sector: Business Services	6 of 6
Type: Add-on Acquisition	5 of 5
State: Massachusetts	1 of 1
Country: United States	6 of 6
Year: 2024	1 of 1

PREVIOUS DEAL

DATE	TARGET	DEAL TYPE	VALUE
2021-07-27	Farr Miller & Washington Washington, District of Columbia, United States Farr, Miller & Washington is a wealth management firm that provides individuals, families, and institutions with comprehensive, conservative, long-term investment portfolios and trusted strategic advice. Farr, Miller & Washington was founded in 1996 and is based in Washington, District of Columbia.	Buy	-

DATE

TARGET

DEAL TYPE

VALUE

2021-07-27

Farr Miller & Washington

Washington, District of Columbia, United States

Farr, Miller & Washington is a wealth management firm that provides individuals, families, and institutions with comprehensive, conservative, long-term investment portfolios and trusted strategic advice. Farr, Miller & Washington was founded in 1996 and is based in Washington, District of Columbia.

Buy

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