Homrich Berg Wealth Management

Founded in 1989, Homrich Berg (“HB”) is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for its clients, including high-net-worth individuals, families, and not-for-profits. HB has a footprint in the Southeast and beyond, serving client families throughout the U.S. with dedicated and experienced employees who focus on providing great service to their clients.

NMC’s investment in Homrich Berg is the result of the firm’s long-standing sector initiative in financial services and multi-year focus on developing a thesis around wealth management. New Mountain’s investment is a non-control position through the firm’s Strategic Equity Fund.