Hightower Invests in GMS Surgent


July 19, 2023

On July 10, 2023, Hightower Advisors, LLC announced an investment in GMS Surgent, LLC.

Under the terms of the transaction, Hightower Advisors, LLC (“Hightower”) has acquired a stake in GMS Surgent, LLC (“GMS”) in a transaction that closed on June 30, 2023.. Further terms of the deal were not disclosed. 

Hightower, based in Chicago, is a wealth management firm that provides investment, financial and retirement planning services to individuals and institutional investors. As of March 2023, Hightower had approximately $119.9 billion in assets under management. 

GMS, based in Devon, Pennsylvania, is an accounting firm providing tax and wealth planning services to businesses and high-net-worth individuals. 

To read the press release: please click here.

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