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Audax Private Debt Provides Unitranche Financing to Support Genstar Capital’s Investment in Cerity Partners

August 01, 2022, 07:13 AM
Filed Under: Investor Services

Audax Private Debt, as Joint Lead Arranger, provided a unitranche credit facility to support Genstar Capital’s (“Genstar”) acquisition of Cerity Partners (or the “Company”).

Founded in 2009 and headquartered in New York City, Cerity Partners is a registered investment advisor providing wealth management and financial planning services to high-net-worth individuals and businesses. Through the firm's team of in-house attorneys, tax advisors, financial planners, investment professionals, and retirement plan consultants, Cerity Partners offers diverse solutions to address the various facets of a client’s financial life. Cerity Partners manages approximately $50 billion in assets for more than 10,000 clients across 16 markets in the U.S.

Remington Chin, Managing Director at Audax Private Debt, said, “We have supported Cerity Partners for almost two years and have seen the Company continue to establish itself as a leading provider of comprehensive wealth management services. We’re excited to continue our partnership with management, and to support Genstar as the Company enters its next phase of growth.”

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 United States. Cerity Partners provides estate, financial and tax planning, tax preparation, executive financial counseling, retirement plan advisory, and investment management services.

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