Announced
Completed
Financials
Tags
United States
Diversified Financials
Private
Completed
Majority
wealth management
Acquisition
consulting
financial services
Domestic
Friendly
Single Bidder
Synopsis
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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