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New Deal


Announced

Cerity Partners to merge with Brouwer & Janachowski.

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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Merger

Private

Domestic

Friendly

Pending

asset management

Single Bidder

Majority

Asset Managers and Custodians

United States

Acquisition

Synopsis

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Cerity Partners, a financial and investment advisory firm, agreed to merge with Brouwer & Janachowski, a provider of wealth and investment management services. Financial terms were not disclosed. "Serving the needs of clients in the Bay Area requires unique expertise and a culture that attracts talented wealth advisors and clients. We share common values, business practices, and a service mindset with our new colleagues from Brouwer & Janachowski," Kurt Miscinski, Cerity Partners CEO and President.

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