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Cover Image David Newson

David Newson

Communication Director at CERITY PARTNERS

Manager

Deal Bio

Total Deals3

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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13 Jun 2022|United States|Diversified Financials

Target: CERITY PARTNERS

Bidder: GENSTAR CAPITAL LLC

12 Service Providers

4 Target | 4 Bidder | 4 Vendor

17 Dealmakers

11 Target | 2 Bidder | 4 Vendor

n/a

Value

10 Jan 2023|United States|Diversified Financials

Target: ARGI FINANCIAL

Bidder: CERITY PARTNERS

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

05 Jul 2023|United States|Asset Managers and Custodians

Target: AJ WEALTH

Bidder: CERITY PARTNERS

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

4 Target | 3 Bidder

n/a

Value

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