Transaction Details

Republic Capital Group served as financial advisor to LourdMurray in connection with a strategic investment from HighTower.

HighTower made a minority investment in LourdMurray, a Beverly Hills-based wealth management group serving ultra-high-net-worth individuals, families, and institutional clients across the United States. The investment provides LourdMurray with growth capital, an integrated technology platform, and operational support to expand its combined team’s capacity, which now includes Delphi Private Advisors following LourdMurray’s merger with the San Diego-based firm. Together, the combined organization oversees approximately $3.9 billion in client assets across offices in Beverly Hills, San Diego, and Baton Rouge, Louisiana.