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Cerity Partners - M&A Summary and Business Overview

Financial ServicesCompany

Cerity Partners M&A Summary

Cerity Partners has acquired 3 companies, including 3 in the last 5 years.

Cerity Partners has acquired in 3 different US states. The Company’s most targeted sectors include financial services (100%).

Cerity Partners Business Overview

Where is Cerity Partners headquartered?

Cerity Partners is headquartered in New York, New York.

What sector is Cerity Partners in?

Cerity Partners is a financial services company.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 1
  • Total Countries Invested 1

Cerity Partners

Cerity Partners LLC

335 Madison Avenue, 23rd Floor,
New York, New York 10017
United States,
(212) 850-4260
www.ceritypartners.com

Cerity Partners is a provider of comprehensive financial management services to a diverse spectrum of High Net Worth (“HNW”) individuals and their families, businesses and their executives, and nonprofit organizations. Clarity Partners is based in New York City.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # - - - 1 1 1 3
Sell (0.0/yr) # - - - - - - 0
  3
+3000.511.522.53-1-0.53.540

Most Recent M&A

Company Date Value Type
Prio Wealth LP 2025-01-09 - Add-on Acquisition
Boston, Massachusetts · www.priowealth.com
SBC Wealth Management 2024-10-08 - Merger
Indianapolis, Indiana · www.sbcwealth.com
Lumina Financial Consultants LLC 2023-07-13 - Merger
Mill Valley, California · www.luminafi.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (100%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Massachusetts 1 - - -
  Indiana 1 - - -
  California 1 - - -
Total 3 - - -

Company Summary

SECTOR

Financial Services

Former Name

HPM Partners LLC

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New York Companies , Financial Services Companies , United States Companies , New York Financial Services Companies , New York Financial Services with Acquisitions , New York Financial Services with Divestitures

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