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Cover Image Claire O'Keefe

Claire O'Keefe

Head of Corporate Development at CERITY PARTNERS

Manager

Deal Bio

Total Deals4

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Expertise (4)

Key Relationships

Sort

Asset Managers and Custodians

MergerPrivateDomesticMajorityAcquisition

Brouwer & Janachowski

target

Brouwer & Janachowski

Cerity Partners

bidder

Cerity Partners

value n/a

10 dealmakers

Asset Managers and Custodians

DomesticAcquisitionPrivateMajority

Permit Capital Advisors

target

Permit Capital Advisors

Cerity Partners

bidder

Cerity Partners

value n/a

6 dealmakers

Diversified Financials

AcquisitionPrivateMajorityMergerDomestic

Investec Wealth Strategies

target

Investec Wealth Strategies

Cerity Partners

bidder

Cerity Partners

value n/a

5 dealmakers

Diversified Financials

PrivateMajorityAcquisitionDomestic

Daintree Advisors

target

Daintree Advisors

Cerity Partners

bidder

Cerity Partners

value n/a

5 dealmakers

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