Transaction Details

Republic Capital Group served as the exclusive investment banking advisor to Graypoint in its merger with Cerity Partners.

Graypoint is a wealth advisory firm headquartered in Albany, New York, managing $4.5 billion in assets under management and specializing in tailored financial advisory and investment services for high-net-worth and ultra-high-net-worth clients and institutions. Cerity Partners is a leading independent U.S. wealth management firm with more than $130 billion in combined assets under management. Following the merger, Graypoint will operate under the Cerity Partners brand, strengthening the firm’s presence in the Capital Region.