Announced
Completed
Financials
Sources
Tags
United States
tax and advisory
Management Consulting
Acquisition
Minority
Private
Completed
Friendly
Single Bidder
Domestic
Private Equity
Synopsis
Hightower Advisors, a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, completed the investment in GMS Surgent, a preeminent suburban Philadelphia-based tax and advisory firm that provides high-net-worth and business clients with tax advice and advisory services, including accounting, tax preparation and other tax and wealth planning capabilities. Financial terms were not disclosed. "We are thrilled to welcome GMS Surgent into the Hightower community, enabling us to provide advisors with a vetted resource to deliver comprehensive tax services to clients via a seamless experience. At Hightower, we actively foster a collaborative environment where holistic wealth is our foremost mission, and this alliance empowers advisors to focus on their core services and strengthen relationships with clients," Bob Oros, Hightower Chairman and CEO.
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