Berkshire Global Advisors acted as financial advisor to Bingham, Osborn & Scarborough

Seller Details:
Established in 1985, B|O|S is a prominent West Coast wealth management firm dedicated to serving the sophisticated requirements of HNW Bay Area individuals and families, including many of the region’s top corporate executives and entrepreneurs. Operating out of offices in San Francisco and Redwood City, B|O|S supports clients with a suite of services that includes comprehensive financial planning, investment management, and trust and estate planning.

Buyer Details:
Founded in 2009, Cerity Partners enhances the financial well-being of its clients by delivering objective financial advice and oversight, including a full range of financial planning and investment management services. With 15 offices across the country, Cerity Partners delivers estate, financial, tax, and compensation and benefit planning, tax preparation, personal financial administration, retirement plan advisory, and investment management services to its private and corporate clientele.

Transaction Summary:
In merging with B|O|S, Cerity Partners added new capabilities and West Coast depth to its full-service national firm and advises on more than $40 billion in client assets. The merger deepens Cerity Partners’ presence in San Francisco and Silicon Valley, regions that continue to create meaningful wealth for many individuals and families.