Cerity Partners Merges with Karsten Advisors
May 2, 2019
Cerity Partners announced a merger with Fort Worth-based Karsten Advisors, a $500 million wealth management firm led by Tom Karsten. The transaction expands Cerity Partners' footprint in Texas and Colorado and adds Karsten's comprehensive wealth, tax and planning capabilities to Cerity's national RIA platform.
- Buyers
- Cerity Partners
- Targets
- Karsten Advisors
- Industry
- Wealth Management
- Location
- Texas, United States
- Transaction Type
- Buyout
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