Company deal history

Cerity Partners deals

Cerity Partners appears in 3 deals in our coverage since Sep 18, 2026: 3 as a buyer.

Deals: 3
Stories: 3
Announced value: —

2026

Bought Cornerstone Capital, Inc.
Undisclosed
- Cerity Partners merges with Palo Alto's Cornerstone CapitalOct 2, 2026
Buying Contant-Leit and Wacht Groups of Shufro Rose & Co.
Undisclosed
- Cerity Partners to Merge With Two Shufro Rose Wealth GroupsSep 22, 2026
Buying Gilbert & Cook
Undisclosed
- Cerity Partners Merges with Iowa's Gilbert & CookSep 18, 2026

The deal and value counts above cover our own reporting, not the company's full history. They update as new editions publish, and announced value adds up announced prices only, once per deal. Not investment advice.