M&A Deal Summary

Cerity Partners Acquires SBC Wealth Management

On October 8, 2024, Cerity Partners acquired financial services company SBC Wealth Management

Acquisition Highlights
  • This is Cerity Partners’ 2nd transaction in the Financial Services sector.
  • This is Cerity Partners’ 2nd transaction in the United States.
  • This is Cerity Partners’ 1st transaction in Indiana.

M&A Deal Summary
Date 2024-10-08
Target SBC Wealth Management
Sector Financial Services
Buyer(s) Cerity Partners
Deal Type Merger
Advisor(s) MarshBerry Capital (Financial)
Bose McKinney & Evans (Legal)

Target

SBC Wealth Management

Indianapolis, Indiana, United States
SBC Wealth Management offering comprehensive wealth management solutions to individuals and businesses. SBC Wealth Management was founded in 1983 and is based in Indianapolis, Indiana.

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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 2 of 2
Sector (Financial Services) 2 of 2
Type (Merger) 2 of 2
State (Indiana) 1 of 1
Country (United States) 2 of 2
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-07-13 Lumina Financial Consultants

Mill Valley, California, United States

Lumina Financial Consultants is a firm providing financial planning and wealth management services specifically focused on women and their families. Lumina Financial Consultants is based in Mill Valley, California.

Buy -
Mergr

Product

Company

Legal