Cerity Partners completed the merger with ARGI Financial.

Synopsis

Cerity Partners, an investment advisor, completed the merger with ARGI Financial, an integrated financial services provider. Financial terms were not disclosed. "We are excited to welcome our colleagues from ARGI Financial. Their breadth and depth of talent will accelerate our firm's growth and development," Kurt Miscinski, Cerity Partners CEO and President.

Principals

target

Argi Financial

bidder

Cerity Partners

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Market Context

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Seller Team (1)

joe reeves

CEO at ARGI FINANCIAL

Manager

target

Deal

n/a

Total Value

Bidder Team (3)

david newson

Communication Director at CERITY PARTNERS

Manager

bidder

Deals

n/a

Total Value

kurt miscinski

President and CEO at CERITY PARTNERS

Manager

bidder

Deals

n/a

Total Value

jonathan roberts

Audit Director at BDO

Accountant

bidder

Deals

£ 1.54 B

Total Value

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