Submit Deal
All Dealmakers
Similar Dealmakers
President and CEO at CERITY PARTNERS
Manager
Deal Bio
Market Context
Back to top
All rights reserved. Copyright © 2025 Datasite
Expertise (18)
Key Relationships
Sort
Target: BINGHAM OSBORN & SCARBOROUGH
Bidder: CERITY PARTNERS
3 Service Providers
7 Dealmakers
n/a
Value
Target: BROUWER & JANACHOWSKI
5 Service Providers
10 Dealmakers
Target: PERMIT CAPITAL ADVISORS
6 Dealmakers
Target: CERITY PARTNERS
Bidder: GENSTAR CAPITAL LLC
12 Service Providers
17 Dealmakers
Target: COVINGTON CAPITAL MANAGEMENT
4 Service Providers
Target: ARGI FINANCIAL
4 Dealmakers
Target: FJY FINANCIAL
3 Dealmakers
Target: PALLADIUM PARTNERS
Target: INVESTEC WEALTH STRATEGIES
5 Dealmakers
Target: DAINTREE ADVISORS
Target: ASHFIELD CAPITAL PARTNERS
Target: GAMBLE JONES INVESTMENT COUNSEL
Target: ROUND TABLE WEALTH MANAGEMENT
Target: AJ WEALTH
Target: AGILITY OUTSOURCED CIO
11 Service Providers
15 Dealmakers
Target: TOUCHDOWN VENTURES
6 Service Providers
Target: XPYRIA INVESTMENT ADVISORS
Target: FISHMAN BLOCK + DIAMOND
8 Dealmakers
