Bingham, Osborn & Scarborough

San Francisco, Californiawww.bosinvest.com1expert edge

Independent wealth management firm established 1985 in San Francisco serving HNW individuals and institutions with fee-only advisory model. Merged with Cerity Partners November 2021 creating $40B combined wealth management platform.

Why interesting to a deal team

Bomy Hagopian advised on Cerity Partners merger; demonstrates boutique advisory firm consolidation expertise and integration strategy in Bay Area market.

Experts connected to this company

Bomy HagopianAdvised on 2021 merger with Cerity Partners

Bomy Hagopian

Partner & Head of Wealth Management Advisory

Berkshire Global Advisors

BankerSan Francisco

Hagopian leads Berkshire Global Advisors' wealth management M&A practice and has personally advised on more than 20 RIA and OCIO deals since 2021.

Sources

No name matchOther
privatebankerinternational.com/news/cerity-partners-concludes-merger-with-bingham-osborn-scarborough
Structured dataOther
cbinsights.com/company/bingham-osborn-scarborough
No name matchOther
bosinvest.com

Strongest evidenceStructured data3 public sourcesHow the grades work