Announced

Completed

Genstar Capital and Lightyear Capital-backed Cerity Partners completed the acquisition of Canopy Wealth Management Arizona.

Synopsis

Genstar Capital and Lightyear Capital-backed Cerity Partners, an investment advisor, completed the acquisition of Canopy Wealth Management Arizona, a registered investment advisor. Financial terms were not disclosed. "Entering the Arizona market represents an exciting step in Cerity Partners’ growth journey. Chad and Dustin share our commitment to client-first service and bring with them a strong foundation of experience, relationships, and leadership that will allow us to deliver comprehensive, integrated solutions to clients in Scottsdale and throughout the region. We’re thrilled to welcome them to our partnership," Claire O’Keefe, Cerity Partners Partner & Head of Partner Development.

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MergerLinks - Genstar Capital and Lightyear Capital-backed Cerity Partners completed the acquisition of Canopy Wealth Management Arizona.