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  6. Cerity Partners Acquires Graypoint

M&A Deal Summary

Cerity Partners Acquires Graypoint

On September 5, 2025, Cerity Partners acquired financial services company Graypoint

Acquisition Highlights
  • This is Cerity Partners’ 5th transaction in the Financial Services sector.
  • This is Cerity Partners’ 5th transaction in the United States.
  • This is Cerity Partners’ 1st transaction in New York.

M&A Deal Summary
Date 2025-09-05
Target Graypoint
Sector Financial Services
Buyer(s) Cerity Partners
Deal Type Merger

Target

Graypoint

Albany, New York, United States
Graypoint is a registered investment adviser providing wealth management, financial planning, and investment advisory services. Graypoint is based in Albany, New York.

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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, New York.

DEAL STATS #
Overall 5 of 5
Sector: Financial Services M&A 5 of 5
Type: Merger M&A Deals 3 of 3
State: New York M&A 1 of 1
Country: United States M&A 5 of 5
Year: 2025 M&A 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-04-03 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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