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New Deal


Announced

Completed

Cerity Partners completed the merger with Bingham Osborn & Scarborough.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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United States

Acquisition

Private

Friendly

Merger

Single Bidder

Investment Banking

Completed

wealth management

Domestic

Majority

Synopsis

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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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