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M&A Deal Summary

Arax Investment Partners Acquires Cedrus Financial

On January 27, 2025, Arax Investment Partners acquired financial services company Cedrus Financial

Acquisition Highlights
  • This is Arax Investment Partners’ 1st transaction in the Financial Services sector.
  • This is Arax Investment Partners’ 1st transaction in the United States.
  • This is Arax Investment Partners’ 1st transaction in Colorado.

M&A Deal Summary
Date 2025-01-27
Target Cedrus Financial
Sector Financial Services
Buyer(s) Arax Investment Partners
Deal Type Add-on Acquisition

Target

Cedrus Financial

Littleton, Colorado, United States
Cedrus Financial is a wealth management and investment advisory firm providing financial planning, portfolio management and advisor selection services to high-net-worth families. Cedrus Financial was founded in 2013 and is based in Littleton, Colorado.

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Buyer(S) 1

Buyer

Arax Investment Partners

New York, New York, United States
Category Company
Founded 2022
Sector Financial Services
DESCRIPTION

Arax Investment Partners is a multi-boutique wealth management platform making strategic control investments in best-in-class operating companies in partnership with their founders and management teams. Arax Investment Partners was founded in 2022 and is based in New York, New York.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Colorado) 1 of 1
Country (United States) 1 of 1
Year (2025) 1 of 1
Mergr

Product

Company

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