Homrich Berg (HB), a leading Atlanta-based RIA serving families and investors from its offices in the Southeast, announced it is welcoming Andrew Page as Head of Corporate Development. HB launched this new position to add a leader utilizing Page’s dealmaking experience – signaling the $16 billion firm’s continuing focus on growth by acquisition.
Through a foundation in deal execution, business development, and strategic advisement in the wealth management industry, Page arrives at HB with a focus on driving relationships with RIA firms and advisor teams, which leads to partnerships aligning with the firm’s values.
Before joining Homrich Berg, Page was a Director and Partner at Ancora Holdings Group, leading their M&A efforts and other strategic initiatives. He was previously 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.
Page’s appointment as Head of Corporate Development comes as strong M&A activity in the RIA industry continues. And in the current deal climate, advisors seek strategic partners that see eye-to-eye on client service, long-term sustainability, and cultural alignment.
This hiring comes on the heels of Michael Woocher joining HB’s executive team as Chief Advisory Officer with a dedicated focus on leading advisors and client experience.
KEY QUOTES:
“Homrich Berg planted its flag 35 years ago in fee-only, fiduciary service and has built a reputation as one of the industry’s leading firms. Its commitment to holistic client service is a powerful starting point for any acquisition or partnership. The management team here is excellent, and HB’s thoughtful approach to growth creates a strong foundation for future strategic acquisitions.”
-Andrew Page
“We 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. He 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.”
– Thomas Carroll, President and CEO of Homrich Berg
