Homrich Berg Wealth Management
Founded in 1989, Homrich Berg 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. The Company currently has a leading position in the high growth Atlanta market, over 160 employees serving over 2,100 family relationships (across 44 states), with approximately $11 billion in AUM.
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.