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 (Oct 2026)

Cerity Partners has made a total of 11 acquisitions. These transactions span 3 sectors: Asset Management, Services for Investment Industry, and Management Consulting Services, and are concentrated entirely in United States. Activity peaked in 2020 with 3 acquisitions, followed by 2 acquisitions in each of 2023 and 2024. From 2020 to 2025, the firm averaged 1.4 acquisitions per year, with 0 acquisitions completed in the current calendar year. The most recent acquisition is Cook Wealth, a Raleigh-based investment management firm founded in 2008, acquired in April 2025.

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	dqh{	{snf	81	476
Dec 17, 2024	Fishman Block Diamond	biqy	ireh	66	394
Apr 09, 2024	Agility	ieyt	bhbc	69	490
Jul 13, 2023	Lumina Financial Consultants	qbb{	jzit	75	866
May 05, 2023	Jurika, Mills & Keifer	eidu	kprw	41	768