Audax Private Debt announced that, as Joint Lead Arranger, it provided a unitranche credit facility to support the acquisition of Cerity Partners (or the “Company”) by Genstar Capital, a California-based private equity firm focused on the middle market.
Founded in 2009 and headquartered in New York, NY, Cerity Partners is a registered investment advisor providing wealth management and financial planning services to high-net-worth individuals and businesses. Cerity Partners manages approximately $50 billion in assets for more than 10,000 clients across 16 markets in
About Cerity Partners
Cerity Partners is a nationally recognized financial and wealth advisory firm serving high-net-worth individuals
and their families, businesses and their leaders, and non-profit organizations throughout the U.S. Cerity
Partners provides estate, financial and tax planning, tax preparation, executive financial counseling,
retirement plan advisory, and investment management services. For more information, visit