Announced
Completed
Financials
Tags
United States
Acquisition
Private
Friendly
Merger
Single Bidder
Investment Banking
Completed
wealth management
Domestic
Majority
Synopsis
Cerity Partners, a financial and investment advisory firm, completed the merger with Bingham Osborn & Scarborough, an operator of a wealth management company. Financial terms were not disclosed. "Cerity Partners and B|O|S are an ideal match, in terms of culture, values, business model, investment philosophy, and professional standards. The merger allows us to enhance our clients' experience and broaden the breadth and depth of our expertise. It also significantly deepens our presence in and commitment to San Francisco and Silicon Valley, a region that continues to create meaningful wealth for many individuals and families," Kurt Miscinski, Cerity Partners CEO and President.
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