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Cerity Partners combines with Brouwer & Janachowski

By Verdict Staff

Wealth management firm Cerity Partners has merged with California-based Brouwer & Janachowski in a move that would expand its capabilities and West Coast reach.

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2022: So far In Venture Capital

Global investment in 2022 has been majorly dominated by North America, Europe, and Asia Pacific, whereas the Middle East, and South and Central America have recorded low investments comparatively. In light of this, Europe and North America have been identified as the major destinations for Private Equity and Venture Capital (PE/VC) investments.   GlobalData’s whitepaper analyzes which sectors PE/VC firms have been investing in, looking at Technology, Media, and Telecom, with these sectors recording $356 billion and a deal volume of over 10,000 deals in 2022. Healthcare, Financial Services, Business & Consumer Services, and Construction sectors have also seen high investment activity by PE/VC firms, recording a deal value of over $70 billion each.   But what can this mean for you?   Understand how the Deals Database on GlobalData Explorer can be leveraged to:  
  • Track the Aggregate Investment Volumes in PE/VC-Stage firms across geographies and sectors, in addition to viewing the specific deals that drove these volumes
  • Identify the top investors already active in any sector-Geography combinations
  • Assess the Performance of Financial and Legal Advisors, supporting the Dealmaking in any segment of choice (Customizable League tables)
  • Understand what is driving the PE/VC fundraising (Deal Rationale)
  Consult our full report here and optimize your business strategy.
by GlobalData
Enter your details here to receive your free Report.

The financial terms of the deal were not disclosed.

The combined entity, which will operate under Cerity Partners name, will advise more than $45bn in client assets.

Established in 2009, Cerity Partners provides financial advice and oversight to its private and corporate clients.

These include estate, tax, financial, and compensation and benefit planning, retirement plan advisory, tax preparation, personal financial administration, and investment management services.

Brouwer & Janachowski is a boutique wealth and investment management firm with clients across the San Francisco Bay Area and greater west coast region.

Kurt Miscinski CEO and president Cerity Partners said: “Serving the needs of clients in the Bay Area requires unique expertise and a culture that attracts talented wealth advisors and clients.

“We share common values, business practices, and a service mindset with our new colleagues from Brouwer & Janachowski.”

Cerity Partners head of Corporate Development Claire O’Keefe said: “We are always looking for talented people who’ve built enduring businesses.

“Joining Cerity Partners allows our new colleagues to enhance their focus on serving clients and their community.”

Brouwer & Janachowski president and CEO Stephen Janachowski said: “We are thrilled to join Cerity Partners and be colleagues of one of the top wealth advisory firms in the country.

“Our clients will benefit from an expansive service offering and access to many subject matter experts.”

In November 2021, Cerity Partners merged with San Francisco-based Bingham, Osborn & Scarborough.

Free Report
img

2022: So far In Venture Capital

Global investment in 2022 has been majorly dominated by North America, Europe, and Asia Pacific, whereas the Middle East, and South and Central America have recorded low investments comparatively. In light of this, Europe and North America have been identified as the major destinations for Private Equity and Venture Capital (PE/VC) investments.   GlobalData’s whitepaper analyzes which sectors PE/VC firms have been investing in, looking at Technology, Media, and Telecom, with these sectors recording $356 billion and a deal volume of over 10,000 deals in 2022. Healthcare, Financial Services, Business & Consumer Services, and Construction sectors have also seen high investment activity by PE/VC firms, recording a deal value of over $70 billion each.   But what can this mean for you?   Understand how the Deals Database on GlobalData Explorer can be leveraged to:  
  • Track the Aggregate Investment Volumes in PE/VC-Stage firms across geographies and sectors, in addition to viewing the specific deals that drove these volumes
  • Identify the top investors already active in any sector-Geography combinations
  • Assess the Performance of Financial and Legal Advisors, supporting the Dealmaking in any segment of choice (Customizable League tables)
  • Understand what is driving the PE/VC fundraising (Deal Rationale)
  Consult our full report here and optimize your business strategy.
by GlobalData
Enter your details here to receive your free Report.

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