Audax Private Debt Provides Financing to Support Add-On Acquisitions and Refinancing for Cerity Partners
Round Type
Funding Round
New YorkNon ProfitDescription
Audax Private Debt announced that, as Administrative Agent and Joint Lead Arranger, it provided a unitranche credit facility to support add-on acquisitions and a refinancing for Cerity Partners (“Cerity” or the “Company”), a portfolio company of funds affiliated with Lightyear Capital LLC.
Quick answer
Cerity Partners raised an undisclosed amount in a Funding Round round, dated February 2, 2021. Cerity Partners is based in New York, New York, United States.
- How much did Cerity Partners raise?
- Cerity Partners raised an undisclosed amount in a Funding Round round on February 2, 2021.
- What does Cerity Partners do?
- 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.
- Where is Cerity Partners based and how big is it?
- Cerity Partners is based in New York, New York, United States. Fundz records about 54 employees.
- Who are the decision-makers at Cerity Partners?
- Fundz holds 4 contacts at Cerity Partners, including the Financial Management. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Non Profit around the same time
Companies in the same sectors as Cerity Partners that raised within 45 days of this round, from Fundz verified event records.
- Elsa raised $15M (Funding Round) on February 1, 2021.
- Parent Project Muscular Dystrophy raised an undisclosed amount on January 19, 2021.
- Lumina Foundation raised $3M (Seed) on January 13, 2021.
Who to call at Cerity Partners, and when
A new round usually means Cerity Partners is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Cerity Partners raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Cerity Partners, from your own LinkedIn network
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Related People
Cerity Partners raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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