Genstar Capital Leads Recapitalization of Cerity Partners

Genstar Capital Reinvests in Cetera Financial Group

December 21, 2023

Financial Services

Genstar Capital has completed an equity reinvestment in Cetera Financial Group, reaffirming its position as Cetera's majority investor and providing fresh capital to support the company's next phase of growth. The transaction enables Cetera to pursue its Wealth Hub strategy, continue strategic M&A and recruiting, and expand advisor and management ownership programs.

Cerity Partners Merges With SOL Capital Management

January 15, 2026

Wealth Management

Cerity Partners has merged with SOL Capital Management, with SOL operating under the Cerity Partners name. The combination expands Cerity’s footprint in Maryland and the greater Washington, D.C. area and strengthens its investment and advisory capabilities for high- and ultra-high-net-worth clients; Houlihan Lokey advised SOL Capital and Nelson Mullins served as legal counsel.

Cerity Partners Merges with Investec Wealth Strategies to Expand Texas Presence

February 22, 2022

Wealth Management

Cerity Partners has merged with Houston-based Investec Wealth Strategies, with the combined firm operating under the Cerity Partners name. The transaction expands Cerity's Texas footprint and capabilities; Investec principals (including founder John Goott) join Cerity as partners, and Investec was advised by Park Sutton Advisors.

Cerity Partners Acquires Sullivan & Serwitz

January 1, 2020

Financial Services

Cerity Partners, an independent financial advisory firm, has merged with Los Altos, California-based Sullivan & Serwitz, which manages approximately $1 billion in client assets. The combination expands Cerity's presence in Northern California and provides a succession plan and broader service offerings for Sullivan & Serwitz's clients and colleagues.

Cerity Partners Merges with ARGI Financial

January 10, 2023

Wealth Management

Cerity Partners has completed a merger with ARGI Financial, combining ARGI's approximately 250 professionals and 3,000 clients into the Cerity platform. The transaction expands Cerity's national footprint and strengthens its workplace financial planning and wealth management capabilities.

Cerity Partners Acquires Permit Capital Advisors

May 3, 2022

Wealth Management

Cerity Partners announced a merger with Permit Capital Advisors, combining the Philadelphia-region wealth advisory firm into Cerity under the Cerity Partners name. Permit Capital Advisors brings approximately $1.6 billion in client assets and specialist ultra-high-net-worth and foundation advisory capabilities, helping Cerity deepen its capabilities and anchor the firm in the Philadelphia market.