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New Deal


Announced

Completed

Cerity Partners completed the acquisition of Gamble Jones Investment Counsel.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Sources

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Tags

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United States

portfolio management

Investment Banking

Acquisition

Domestic

Private

Majority

Completed

Friendly

Single Bidder

Synopsis

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Cerity Partners, an investment advisor that offers financial planning to individuals, families, businesses, and nonprofit organizations, completed the acquisition of Gamble Jones Investment Counsel, a provider of portfolio management and financial planning services. Financial terms were not disclosed.

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