Cerity Partners completed the merger with XPYRIA Investment Advisors.

Synopsis

Cerity Partners, a financial and investment advisory firm, completed the merger with XPYRIA Investment Advisors, an investment advisory and financial planning services provider. Financial terms were not disclosed.

Principals

target

Xpyria Investment Advisors

bidder

Cerity Partners

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Market Context

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Seller Team (2)

joseph salpietro

CEO at XPYRIA INVESTMENT ADVISORS

Manager

target

Deal

n/a

Total Value

joseph salpietro

CEO at XPYRIA INVESTMENT ADVISORS

Manager

target

Deal

n/a

Total Value

Bidder Team (2)

kurt miscinski

President and CEO at CERITY PARTNERS

Manager

bidder

Deals

n/a

Total Value

jonathan roberts

Principal at BDO

Financial Advisor

bidder

Deals

£ 1.54 B

Total Value

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