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

target

Round Table Wealth Management

bidder

Cerity Partners

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Market Context

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Seller Team (1)

steven giacona

CEO at ROUND TABLE WEALTH MANAGEMENT

Manager

target

Deal

n/a

Total Value

Bidder Team (3)

kurt miscinski

President and CEO at CERITY PARTNERS

Manager

bidder

Deals

n/a

Total Value

chris curtis

CFO at CERITY PARTNERS

Manager

bidder

Deal

n/a

Total Value

jonathan roberts

Audit Director at BDO

Accountant

bidder

Deals

£ 1.54 B

Total Value

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