M&A Deal Summary

CeriFi Acquires MarkMeldrum

On April 6, 2022, CeriFi acquired education company MarkMeldrum

Acquisition Highlights
  • This is CeriFi’s 9th transaction in the Education sector.
  • This is CeriFi’s 1st transaction in Canada.
  • This is CeriFi’s 1st transaction in Ontario.

M&A Deal Summary

Date 2022-04-06
Target MarkMeldrum
Sector Education
Buyer(s) CeriFi
Deal Type Add-on Acquisition

Target

MarkMeldrum

St Catharines, Ontario, Canada
MarkMeldrum is a provider of exam preparation and review materials for levels I, II, and III of the Chartered Financial Analyst ("CFA") exam. The company prepares CFA candidates globally with a robust set of exam preparation materials, including lecture videos, question banks, practice guides, and mock exams. MarkMeldrum was formed in 2017 and is based in St Catharines, Ontario.

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Buyer(S) 1

Buyer

CeriFi

Alpharetta, Georgia, United States

Category Company
Founded 2017
Sector Education
DESCRIPTION

CeriFi is a diversified education, training and certification provider serving firms and professionals across the financial services market. CeriFi was founded in 2017 and is based in Alpharetta, Georgia.


DEAL STATS #
Overall 9 of 12
Sector: Education M&A 9 of 12
Type: Add-on Acquisition M&A Deals 9 of 10
State: Ontario M&A 1 of 1
Country: Canada M&A 1 of 1
Year: 2022 M&A 2 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-24 Spidell

Anaheim, California, United States

Spidell is a provider of tax continuing education seminars, webinars, and subscription-based tax publications. The company offers its continuing education courses in seminars, webinars, and self-study formats. Along with a unique online tax research product, Spidell provides online and print tax research newsletters and books to help professionals maintain licensing requirements and deliver high-quality tax services. Spidell was formed in 1974 and is based in Anaheim, California.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-09-13 Solomon Exam Prep

Portland, Oregon, United States

Solomon Exam Prep has helped thousands of financial professionals pass their FINRA, NASAA, MSRB, and NFA securities licensing exams including the SIE and the Series 3, 6, 7, 14, 22, 24, 26, 27, 28, 50, 51, 52, 53, 54, 63, 65, 66, 79, 82 and 99. Solomon also offers Continuing Education for Investment Adviser Representatives. The company draws from a pool of seasoned educators, practitioners, and communicators who are experienced in both investment education and the process of adult learning. Solomon Exam Prep is based in Portland, Oregon.

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