Cerity Partners

Cerity Partners is a leading, national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.

2022: Equity Sponsor-Led Buyout: Joint Lead Arranger for a Senior Secured Credit Facility and Co-Investor in Equity Securities

2020 (Realized): Equity Sponsor-Led Add-on Acquisition and Refinancing: Administrative Agent and Joint Lead Arranger for a Senior Secured Unitranche Facility