M&A Deal Summary

CeriFi Acquires Solomon Exam Prep

On September 13, 2022, CeriFi acquired education company Solomon Exam Prep

Acquisition Highlights
  • This is CeriFi’s 10th transaction in the Education sector.
  • This is CeriFi’s 9th transaction in the United States.
  • This is CeriFi’s 1st transaction in Oregon.

M&A Deal Summary
Date 2022-09-13
Target Solomon Exam Prep
Sector Education
Buyer(s) CeriFi
Deal Type Add-on Acquisition
Advisor(s) Michael Best & Friedrich (Legal)

Target

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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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 is based in Alpharetta, Georgia.

DEAL STATS #
Overall 10 of 12
Sector (Education) 10 of 12
Type (Add-on Acquisition) 10 of 10
State (Oregon) 1 of 1
Country (United States) 9 of 11
Year (2022) 3 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-04-06 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.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-01 Checkpoint Learning

United States

Checkpoint Learning is a provider of continuing professional education solutions for tax and accounting professionals, providing individuals and firms with a wide catalog of courses along with the tools and an online learning platform to manage professional development.

Buy -
Mergr

Product

Company

Legal