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New Deal

New Deal

Announced

Completed

Cerity Partners completed the acquisition of Round Table Wealth Management.

Synopsis

Cerity Partners, an investment advisor that offers financial planning, completed the acquisition of Round Table Wealth Management, an investment firm. Financial terms were not disclosed.

Principals

Round Table Wealth Management

target

Round Table Wealth Management

Cerity Partners

bidder

Cerity Partners

Show Details & Financials

Market Context

Steven Giacona

Steven Giacona

CEO at ROUND TABLE WEALTH MANAGEMENT
Deal Bio
Total Deals
1/
Total Value
value n/a
Kurt Miscinski

Kurt Miscinski

President and CEO at CERITY PARTNERS
Deal Bio
Total Deals
15/
Total Value
value n/a
Chris Curtis

Chris Curtis

CFO at CERITY PARTNERS
Deal Bio
Total Deals
1/
Total Value
value n/a
Jonathan Roberts

Jonathan Roberts

Audit Director at BDO
Deal Bio
Total Deals
28/
Total Value
value n/a

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