Homrich Berg (HB), a leading Atlanta-based RIA serving families and investors across the country from its offices in the Southeast, welcomes Andrew Page as Head of Corporate Development. HB created this new position to add a leader with Pageâs dealmaking experience, signaling the $16 billion enterprise firmâs continuing focus on growth by acquisition.
With a foundation in deal execution, business development, and strategic advisement in the wealth management industry, Page comes to HB to focus on fostering relationships with RIA firms and advisor teams which lead to partnerships aligning with the firmâs values. Prior to joining Homrich Berg, Page was a Director and Partner at Ancora Holdings Group where he led their M&A efforts and other strategic initiatives. He previously was a member of the investment team at Focus Financial Partners focused on the financial services industry leading all phases of the deal process from sourcing to execution and relationship management.
âHomrich Berg planted its flag 35 years ago in fee-only, fiduciary service and has built a reputation as one of the industryâs leading firms. Its commitment to holistic client service is a powerful starting point for any acquisition or partnership,â Page said. âThe management team here is excellent, and HBâs thoughtful approach to growth creates a strong foundation for future strategic acquisitions.â
Pageâs appointment as Head of Corporate Development comes as strong M&A activity in the RIA industry continues to defy headwinds. In the current deal climate, advisors seek strategic partners that see eye-to-eye on client service, long-term sustainability, and cultural alignment.
âWe knew we needed a seasoned leader like Andrew, who understands both the M&A marketplace and the type of professionals who will align closely with HB,â said Thomas Carroll, President and CEO of Homrich Berg. âHe joins us at an important point in our history as we continue to seek firms and advisors who are aligned with our values and value the benefits of joining our firm.â
This hire comes on the heels of Michael A. Woocher joining HBâs executive team as Chief Advisory Officer with a dedicated focus on leading advisors and client experience.
Stay Ahead of the Financial Curve with Our Latest Fintech News Updates!