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Genstar Capital and Lightyear Capital-backed Cerity Partners completed the acquisition of Canopy Wealth Management Arizona.

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Service Providers

Katz Teller Brant & Hild

legal advisors

Katz Teller Brant & Hild

The Brutton Group

legal advisors

The Brutton Group

MarshBerry

financial advisors

MarshBerry

Lowenstein Sandler

legal advisors

Lowenstein Sandler

BDO

accounting advisors

BDO

Prosek Partners

pr advisors

Prosek Partners

or

Principals

GENSTAR CAPITAL LLC

bidder

GENSTAR CAPITAL LLC

CANOPY WEALTH MANAGEMENT ARIZONA (ERN-CD ARIZONA LLC)

target

CANOPY WEALTH MANAGEMENT ARIZONA (ERN-CD ARIZONA LLC)

CERITY PARTNERS LLC

bidder

CERITY PARTNERS LLC

LIGHTYEAR CAPITAL LLC

bidder

LIGHTYEAR CAPITAL LLC

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