Cerity Partners completed the acquisition of Gamble Jones Investment Counsel.

Synopsis

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.

Principals

target

Gamble Jones Investment Counsel

bidder

Cerity Partners

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Market Context

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Seller Team (1)

dave davis

Principal at GAMBLE JONES INVESTMENT COUNSEL

Manager

target

Deal

n/a

Total Value

Bidder Team (2)

jonathan roberts

Audit Director at BDO

Accountant

bidder

Deals

£ 1.54 B

Total Value

kurt miscinski

President and CEO at CERITY PARTNERS

Manager

bidder

Deals

n/a

Total Value

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