Announced
Financials
Tags
Merger
Private
Domestic
Friendly
Pending
asset management
Single Bidder
Majority
Asset Managers and Custodians
United States
Acquisition
Synopsis
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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