Perigon Wealth Management Acquires Prudeo Partners

Cerity Partners Merges with Prio Wealth

January 9, 2025

Wealth Management

Cerity Partners, an independent U.S. wealth management firm, is merging with Boston-based Prio Wealth; Prio will operate under the Cerity Partners name and add $4.1 billion in AUM. The deal expands Cerity Partners' wealth advisory capabilities and strengthens its presence in the Boston metropolitan market.

BIP Wealth Acquires Prehmus Financial Partners

September 30, 2025

Wealth Management

Atlanta-based RIA BIP Wealth has acquired Prehmus Financial Partners, a Metro-Atlanta wealth management firm overseeing more than $900 million in AUM, in a blended cash and equity transaction that closed September 30, 2025. The deal expands BIP Wealth's presence across Metro Atlanta and increases its assets under management to more than $5 billion.

Perigon Wealth Management Acquires Blue Water Capital Management and Lumin Financial

March 5, 2024

Financial Services

Perigon Wealth Management LLC has acquired Blue Water Capital Management LLC (Syracuse, NY) and Lumin Financial LLC (Southfield, MI), adding approximately $375 million of combined AUM. The transactions expand Perigon’s advisor-led RIA platform and bolster its presence in New York and Michigan; terms were not disclosed.

Perigon Wealth Management Acquires Creative Financial Planning Inc.

June 27, 2024

Wealth Management

Perigon Wealth Management LLC, an independent RIA with approximately $7.75 billion in client assets, has acquired Creative Financial Planning Inc., a New York-based wealth management firm with roughly $150 million in AUM. Creative Financial Planning's founder Lisa Hayes and COO Daniel Gwizdak will join Perigon as wealth managers and partners; terms were not disclosed.

MidOcean Partners Acquires Pragmatic Institute

July 11, 2022

Education

MidOcean Partners has acquired Pragmatic Institute, a Scottsdale, Arizona–based professional training company focused on product management, data and digital design, from Renovus Capital Partners, Petra Capital Partners and other investors. Pragmatic—founded in 1993 and having trained more than 200,000 professionals globally—will pursue further growth under MidOcean through organic expansion and strategic acquisitions; financial terms were not disclosed.

Edelman Financial Engines Acquires PRW Wealth Management

November 16, 2023

Financial Services

Edelman Financial Engines (EFE) has acquired PRW Wealth Management, a Quincy, Massachusetts–based Registered Investment Advisor managing over $500 million in AUM for roughly 200 clients. The deal expands EFE’s wealth planning capabilities and local presence in the greater Boston area as part of the firm’s ongoing acquisition-driven growth strategy.