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) |
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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 | 2 of 5 |
| Sector: Financial Services M&A | 2 of 5 |
| Type: Merger M&A Deals | 2 of 3 |
| State: Indiana M&A | 1 of 1 |
| Country: United States M&A | 2 of 5 |
| Year: 2024 M&A | 1 of 1 |
| 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 | - |
| 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. |
Buy | - |
