Acquiring Company
Cerity Partners
Acquired Company
Gilbert & Cook
New YorkWest Des MoinesNon ProfitFinancial ServicesDescription
Cerity Partners and Gilbert & Cook have announced their merger effective at the end of September 2026. Gilbert & Cook will operate under the Cerity Partners name, expanding their reach into Iowa. Together, they will offer a comprehensive suite of wealth management services to clients. This merger enhances their ability to provide personalized financial advice and build deeper client relationships.
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Based on deal dataFrequently asked
Who acquired Gilbert & Cook?
Gilbert & Cook was acquired by Cerity Partners, based in New York. The deal was reported on September 18, 2026. Founded in 2009, Cerity Partners is a nationally recognized financial and wealth advisory firm serving high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. Cerity Partners is privately held and operates in Non Profit.
When did Cerity Partners acquire Gilbert & Cook?
Cerity Partners's acquisition of Gilbert & Cook was reported on September 18, 2026. Cerity Partners and Gilbert & Cook have announced their merger effective at the end of September 2026. Gilbert & Cook will operate under the Cerity Partners name, expanding their reach into Iowa. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Gilbert & Cook do?
Founded in 1993, Gilbert & Cook is a respected wealth management firm dedicated to empowering clients through an integrated, client-centered approach to financial planning and wealth strategies. It is privately held, operating in Financial Services, and is based in West Des Moines.
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