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Announced

Completed

Cerity Partners completed the merger with Daintree Advisors.

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

Diversified Financials

Private

Completed

Majority

wealth management

Acquisition

consulting

financial services

Domestic

Friendly

Single Bidder

Synopsis

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Cerity Partners, a financial services provider, completed the merger with Daintree Advisors, a financial consultancy firm. Financial terms were not disclosed. "The greater Boston area is broadly recognized as a growing hub of technology innovation and entrepreneurship in the United States. We are excited to merge with our colleagues from Daintree, whom we have admired for many years, to significantly deepen our presence in New England and to offer enhanced capabilities for current and prospective clients," Kurt Miscinski, Cerity Partners CEO and President.

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