CI Financial Mergers and Acquisitions Summary

Financial ServicesCompany

CI Financial has acquired 16 companies, including 15 in the last 5 years. A total of 1 acquisition came from private equity firms.

CI Financial has acquired in 9 different US states, and 2 countries. The Company’s most targeted sectors include financial services (82%) and business services (19%).

Join Mergr and gain access to CI Financial’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity16
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 2
  • M&A Advisors 2

CI Financial

CI Financial Corp.

2 Queen Street East, Twentieth Floor,
Toronto, Ontario M5C 3G7
Canada,
(416) 364-1145
www.cifinancial.com

CI Financial is an independent Canadian company offering global asset management and wealth management advisory services. CI Financial was formed in 1965 and is based in Toronto, Ontario.


M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (3.0/yr) # 1 - 1 - 7 7 16
Sell (0.0/yr) # - - - - - - 0
  16

Most Recent M&A

Company Date Value Type
Portola Partners Group LLC 2021-09-14 - Add-on Acquisition
Menlo Park, California · www.portolapartnersllc.com
Budros, Ruhlin & Roe, Inc. 2021-08-10 - Add-on Acquisition
Columbus, Ohio · www.b-r-r.com
Radnor Financial Advisors LLC 2021-06-28 - Add-on Acquisition
Wayne, Pennsylvania · www.radnorfinancial.com
Dowling & Yahnke Wealth Advisors 2021-05-10 - Add-on Acquisition
San Diego, California · www.dywealth.com
Brightworth LLC 2021-03-15 - Divestiture
Atlanta, Georgia · www.brightworth.com
Barrett Asset Management LLC 2021-03-11 - Add-on Acquisition
New York, New York · www.barrettasset.com
Segall Bryant & Hamill 2021-01-25 - Add-on Acquisition
Chicago, Illinois · www.sbhic.com
RGT Wealth Advisors LLC 2020-11-24 - Add-on Acquisition
Dallas, Texas · www.rgtadvisors.com
The Roosevelt Investment Group LLC 2020-11-11 - Add-on Acquisition
New York, New York · www.rooseveltinvestments.com
Doyle Wealth Management, Inc. 2020-11-05 - Add-on Acquisition
St. Petersburg, Florida · www.doylewealth.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 13 (81%) - - -
Business Services 3 (19%) - - -
Total 16 - - -

By Geo

State/Country Buy Value Sell Value
United States 14 - - -
  Texas 2 - - -
  Ohio 2 - - -
  New York 2 - - -
  Illinois 2 - - -
  California 2 - - -
  Pennsylvania 1 - - -
  Georgia 1 - - -
  Florida 1 - - -
  Arizona 1 - - -
Canada 2 - - -
  Ontario 1 - - -
  British Columbia 1 - - -
Domestic 2 (13%) - - -
Cross-border 14 (88%) - - -
Total 16 - - -

Top M&A Advisors

Legal Deals
Hogan Lovells
3
Blake, Cassels & Graydon LLP
1

M&A Connections

Deals
Acquired from
Investor(s)
6%
1 (6%)
Strategic(s)
6%
1 (6%)

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