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Friday, October 2, 2026The Morning Brief →Sign in
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Gilbert & Cook

In PWD coverage since September 18, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 17, 26Deal announcedCerity Partners · $2B — coverage
Sep 17, 26Deal announcedCerity Partners · $2 — coverage
PWD coverage
The Close

The next RIA premium is integration capacity

Five C-suite hires and a $1.4 billion team-by-team exit say the roll-up's binding constraint has moved from signing deals to absorbing them.
Moves · Sep 22Cerity buys the last of Shufro Rose, team by team
M&A · Sep 18Cerity's ninth deal of 2026 buys an Iowa distribution shelf
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