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CERITY PARTNERS LLC

HQ - New York

Summary

Cerity Partners is an investment advisor that offers financial planning to individuals, families, businesses and nonprofit organizations.

Deals Overview

Total Deals30

Valued Deals3

Total Value£ 969 M

Avg. Deal Size£ 323 M

Market Context

Senior Management

Kurt Miscinski
President and CEO
Chris Curtis
CFO
Suk Shah
CFO

Sort

23 Nov 2021|United States|Investment Banking

Target: BINGHAM OSBORN & SCARBOROUGH

Bidder: CERITY PARTNERS LLC

3 Service Providers

2 Target | 1 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

05 Jan 2022|United States|Asset Managers and Custodians

Target: BROUWER & JANACHOWSKI

Bidder: CERITY PARTNERS LLC

5 Service Providers

3 Target | 2 Bidder

10 Dealmakers

6 Target | 4 Bidder

n/a

Value

03 May 2022|United States|Asset Managers and Custodians

Target: PERMIT CAPITAL ADVISORS

Bidder: CERITY PARTNERS LLC

3 Service Providers

2 Target | 1 Bidder

6 Dealmakers

3 Target | 3 Bidder

n/a

Value

13 Jun 2022|United States|Diversified Financials

Target: CERITY PARTNERS LLC

Bidder: GENSTAR CAPITAL LLC

12 Service Providers

4 Target | 4 Bidder | 4 Vendor

17 Dealmakers

11 Target | 2 Bidder | 4 Vendor

n/a

Value

03 Oct 2022|United States|Asset Managers and Custodians

Target: COVINGTON CAPITAL MANAGEMENT

Bidder: CERITY PARTNERS LLC

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

10 Jan 2023|United States|Diversified Financials

Target: ARGI FINANCIAL

Bidder: CERITY PARTNERS LLC

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

06 Jan 2022|United States|Diversified Financials

Target: FJY FINANCIAL

Bidder: CERITY PARTNERS LLC

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

06 Jan 2022|United States|Diversified Financials

Target: PALLADIUM PARTNERS

Bidder: CERITY PARTNERS LLC

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

22 Feb 2022|United States|Diversified Financials

Target: INVESTEC WEALTH STRATEGIES

Bidder: CERITY PARTNERS LLC

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

01 Mar 2022|United States|Diversified Financials

Target: DAINTREE ADVISORS

Bidder: CERITY PARTNERS LLC

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

11 Jan 2023|United States|Asset Managers and Custodians

Target: ASHFIELD CAPITAL PARTNERS

Bidder: CERITY PARTNERS LLC

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

06 Mar 2023|United States|Investment Banking

Target: GAMBLE JONES INVESTMENT COUNSEL

Bidder: CERITY PARTNERS LLC

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

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