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Advisor·RIA Rollups

NEPC

Boston, Massachusettswww.nepc.com1expert edge

Employee-owned investment consulting firm founded 1986 serving 400+ clients with $1.5 trillion+ AUM across 7 offices. Provides research-driven institutional investment advisory with focus on governance and fiduciary excellence.

Why interesting to a deal team

Bomy Hagopian advised on Hightower's 2024 majority-stake acquisition; demonstrates valuation and institutional consolidation expertise in large advisory platforms.

Experts connected to this company

Sources

Strongest evidencePage title2 public sourcesHow the grades work