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New Deal


Announced

Cerity Partners to merge with Agility.

Financials

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

Tags

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Merger

Pending

Friendly

Single Bidder

United States

investment advice

Management Consulting

Private

OCIO solutions

Acquisition

Majority

Domestic

Synopsis

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Cerity Partners, a capital market company, agreed to merge with Agility, the outsourced chief investment officer business of Perella Weinberg Partners Capital Management. Financial terms were not disclosed. Agility's experienced investment professionals and market-leading OCIO practice will serve as a strategic complement to Cerity Partners' existing full-service wealth management services. Agility's investment team will establish an OCIO investment committee within Cerity Partners.

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