M&A Deal Summary

Hightower Acquires NEPC

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

Acquisition Highlights
  • 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.

M&A Deal Summary
Date 2024-10-21
Target NEPC
Sector Business Services
Buyer(s) Hightower
Deal Type Add-on Acquisition
Advisor(s) Moelis & Co. (Financial)
Goodwin Procter (Legal)

Target

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(S) 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 STATS #
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.

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Legal