Homrich Acquires Oakbridge

INVESTMENT MANAGEMENT DEALS BLOG

April 22, 2022

On April 4, 2022, Homrich Berg announced its acquisition of Oakbridge Partners.

Under the terms of the transaction, Homrich Berg (“Homrich”) acquired Oakbridge Partners (“Oakbridge”). Oakbridge’s principals, Warren Wick II, William Cohen, Jennifer Storey, Eric Toole and Brandon Downs, will join Homrich as principals along with the rest of Oakbridge’s team. Upon closing, the combined assets under management are expected to be over $13 billion. The transaction is expected to close at the end of May. Further terms of the deal were not disclosed.

Homrich, based in Atlanta, Georgia, is a national independent wealth management firm, providing fiduciary, fee-only investment management and financial planning services. Homrich manages approximately $10 billion of assets.

Oakbridge, based in Buckhead, Georgia, is a Registered Investment Adviser. Oakbridge manages approximately $1.5 billion of assets.

To read the press release: please click here.