How many acquisitions has Cerity Partners made so far?

Cerity Partners has completed 11 acquisitions so far.

Which is Cerity Partners' latest acquisition?

Cerity Partners's most recent acquisition is Cook Wealth, a Provider of investment management services, acquired in April 2025.

Which sectors does Cerity Partners target for acquisitions?

Most of Cerity Partners's acquisitions are in Asset Management (8) and Services for Investment Industry (2).

List of 11 Acquisitions by Cerity Partners (Apr 2026)

Cerity Partners has made a total of 11 acquisitions. Peak acquisition years include 2020 with 3 acquisitions, and both 2024 and 2023 with 2 acquisitions each. All 11 acquisitions have occurred in United States. The acquisitions span 3 sectors: primarily Asset Management with 8 acquisitions, followed by Services for Investment Industry with 2, and Management Consulting Services with 1. Over the last five years (2020-2025), the average number of acquisitions per year has been 1.4. In the current calendar year, 0 acquisitions have been completed so far. The most recent acquisition, completed in April, 2025, was of Cook Wealth, a Raleigh-based provider of investment management services founded in 2008.

Here's the year on year acquisition history of Cerity Partners:

Number of Total Acquisitions

Year	# Acquisitions
2025	1
2024	2
2023	2
2022	1
2021	1
2020	3
2019	1

View all Acquisitions by Cerity Partners

Recent acquisitions by Cerity Partners

Cerity Partners's most recent acquisition - Cook Wealth is a Provider of investment management services, founded in 2008 and located in Raleigh. Cerity Partners acquired it in April 2025 for a price of $*****.

Here is the list of all acquisitions by Cerity Partners sorted by the latest acquisition date:

Acquired on	Acquired Company	Acquisition Price	Facilitators	Stake Acquired	Acquisition Multiple
Apr 03, 2025	Cook Wealth	svdh	nojr	39	289
Dec 17, 2024	Fishman Block Diamond	zsoy	qgud	71	925
Apr 09, 2024	Agility	o{pq	vuca	63	961
Jul 13, 2023	Lumina Financial Consultants	ufav	nfmb	76	815
May 05, 2023	Jurika, Mills & Keifer	eiiu	zooy	29	527