Lowenstein Sandler represented leading national independent wealth management firm Cerity Partners in its merger with SOL Capital Management, a Rockville-based investment advisory firm focused on serving high and ultra-high net worth individuals and their families and institutions. SOL Capital will operate under the Cerity Partners name.
The partnership will expand Cerity's presence in Maryland and strengthen the firm's investment and advisory capabilities.
In 2025, Lowenstein advised Cerity Partners on a $5B+ wealth management expansion through two strategic mergers with Oak Hill Wealth Advisors and Graypoint.
The Lowenstein team included Marie T. DeFalco, Jean Nicolas "Nick" Samedi, Jr., Mark S. Heinzelmann, Eric Jesse, Kimberly E. Lomot, Sophia Mokotoff, Megan Monson, Bryan Sterba, Manali Joglekar, Alexander S. Brown, Zachary D. Furnald, Christopher M. Cozzens, Adam Gakin, Billy Fausto Michaca, Jessica I. Stewart, Brian S. Winfield, and Peter A. Stokes.