TPG to buy minority stake in wealth manager Homrich Berg
TPG Buys ‘Substantial’ Minority Stake in Creative Planning
Wealth management company Creative Planning sold a “substantial” minority stake to private-equity firm TPG, the companies said Monday morning. TPG said it is making the investment though TPG Capital,
TPG acquires minority stake in wealth management firm Creative Planning
The deal, disclosed on Monday, comes days after Reuters reported that TPG was a frontrunner to pick up a $2 billion stake in a deal that could value Creative Planning at more than $15 billion. Wealth managers have typically seen strong interest from private equity investors,
TPG to buy minority stake in wealth manager Homrich Berg at $1 billion valuation
TPG has agreed to buy a minority stake in Homrich Berg, in a deal that values the wealth management firm at around $1 billion, people familiar with the matter said on Thursday. As part of the transaction,
Homrich Berg to Sell Minority Stake to PE Shop TPG
Atlanta-based wealth management firm Homrich Berg is getting an investment from private equity shop TPG, according to news reports. TPG has agreed to acquire a minority stake in the firm in a deal that will let Homrich Berg's management team retain control of the business, Reuters wrote, citing an announcement from the companies last week.
Private Equity Firm TPG Takes Minority Stake in Homrich Berg
TPG Growth, the middle market and growth equity platform of asset manager TPG, is taking a minority stake in the Atlanta-based registered investment advisor Homrich Berg (HB). Terms of the transaction, which was first reported by Reuters, were not disclosed.
TPG buys minority stake in wealth manager Homrich Berg
Private equity firm TPG has agreed to buy a minority stake in Homrich Berg, an investment that would allow the wealth management firm to pursue growth opportunities, the companies said on Thursday.
Heartwood Partners banks on onshoring, plus TPG Growth invests in Homrich Berg
As businesses were scrambling to circumvent the snarled global supply chain a few years ago, domestic manufacturing has been on the rise. We are starting with an interview with Heartwood Partners following the recent investment in Royal Products, a company that is banking on increased local demand.
$18B Homrich Berg to Sell Minority Stake to TPG
Executives at Homrich Berg, an Atlanta-based RIA integrator with $18 billion in assets, will sell a minority stake in the firm to TPG Growth, the middle market and growth equity platform of TPG, a San Francisco-headquartered private equity firm, the company confirmed.
Homrich Berg Sells Minority Stake to Private-Equity Firm TPG
Homrich Berg, a fast-expanding wealth management firm, said it has sold a minority stake to private-equity firm TPG. The investment will help Homrich Berg expand its capabilities, the company said. Homrich Berg,
Homrich Berg Announces New Minority Investment Partner TPG Growth
Homrich Berg ("HB" or the "Firm") proudly announces a new chapter in its 35-year history, with a strategic minority investment from TPG Growth, the middle market and growth equity platform of TPG (NASDAQ: TPG),
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PE giant TPG takes strategic stake in Creative Planning
The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.
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TPG in Top Position to Win Stake in RIA Creative Planning
Private equity's TPG is sitting in first place in the contest to take a minority stake worth $2 billion in wealth manager ...
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Exclusive-TPG in lead to buy stake in Creative Planning at $15 billion valuation, sources say
On Thursday, TPG clinched a deal to buy a minority stake in Homrich Berg. San Francisco-based TPG is set to prevail ...
InvestmentNews3d
Homrich Berg eyes further expansion as $18B firm gains new investment
Thirty five years into its history and Atlanta-based RIA Homrich Berg continues to expand with new investment adding weight ...