Cerity Partners Acquires SBC Wealth Management
October 8, 2024
Cerity Partners is merging with SBC Wealth Management, a $1 billion Indianapolis-based advisory firm, to deepen its wealth management capabilities and expand its Midwest presence. SBC will operate under the Cerity Partners name, and MarshBerry served as SBC's exclusive financial advisor with Bose McKinney & Evans providing legal counsel.
- Buyers
- Cerity Partners
- Targets
- SBC Wealth Management
- Industry
- Wealth Management
- Location
- Indiana, United States
- Transaction Type
- Buyout
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