Wealth manager Cerity Partners agrees to add two Shufro Rose teams
Cerity Partners Acquirer · Contant-Leit and Wacht Groups Target · Shufro Rose & Co. Seller
Intelligence
The deal
- Type
- Acquisition
- Amount
- Not recorded
- Status
- Announced
- Valuation
- Not recorded
- Region
- United States
- Date
- 22 September 2026
As of this development: a later development may record new terms.
Lifecycle
- Announced
- Closed
The parties
Activity