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  6. Cerity Partners Acquires Cook Wealth

M&A Deal Summary

Cerity Partners Acquires Cook Wealth

On April 3, 2025, Cerity Partners acquired financial services company Cook Wealth

Acquisition Highlights
  • This is Cerity Partners’ 4th transaction in the Financial Services sector.
  • This is Cerity Partners’ 4th transaction in the United States.
  • This is Cerity Partners’ 1st transaction in North Carolina.

M&A Deal Summary
Date 2025-04-03
Target Cook Wealth
Sector Financial Services
Buyer(s) Cerity Partners
Deal Type Add-on Acquisition
Advisor(s) Stradley Ronon (Legal)

Target

Cook Wealth

Raleigh, North Carolina, United States
Cook Wealth is a wealth management firm offering financial advising, tax advising, and investment management services for professionals, business owners, and retirees across the nation. Cook Wealth is based in Raleigh, North Carolina.

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Buyer(S) 1

Buyer

Cerity Partners

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

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.

DEAL STATS #
Overall 4 of 4
Sector (Financial Services) 4 of 4
Type (Add-on Acquisition) 2 of 2
State (North Carolina) 1 of 1
Country (United States) 4 of 4
Year (2025) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-01-09 Prio Wealth

Boston, Massachusetts, United States

Prio Wealth provides individuals, families, and non-profit organizations with unique and personalized wealth management and planning services. Prio Wealth is based in Boston, Massachusetts.

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