Press Release
April 30, 2024

Agility To Combine With Cerity Partners

The Asset Management Transactions group advised the management team of Agility in the sale of Agility by Perella Weinberg Partners to Cerity Partners. Agility is a provider of outsourced chief investment officer (OCIO) solutions to endowments, foundations, family offices and other institutional clients.

The Goodwin team was led by Tom LaFond and Jordan Yellen, with tax advice from Janet Andolina.

For additional details on the acquisition, please read the press release.