CI Financial - M&A Summary and Business Overview

Financial ServicesCompany

CI Financial M&A Summary

CI Financial has acquired 20 companies, including 18 in the last 5 years. A total of 1 acquisition came from private equity firms.

CI Financial has acquired in 11 different US states, and 2 countries. The Company’s most targeted sectors include financial services (75%) and business services (25%).

CI Financial Business Overview

Where is CI Financial headquartered?

CI Financial is headquartered in Toronto, Ontario.

What is CI Financial’s revenue?

CI Financial disclosed revenue of 2,727M CAD for 2021 and 2,050M CAD for 2020.

What sector is CI Financial in?

CI Financial is a financial services company.

When was CI Financial founded?

CI Financial was founded in 1965.

M&A Summary

M&A Total Activity20
- M&A Buy Activity20
Total Sectors Invested 2
Total Countries Invested 2
M&A Buy/Sell Connections 2
M&A Advisors 2

CI Financial

CI Financial Corp.

15 York Street, 2nd Floor,
Toronto, Ontario M5J 0A3
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 incorporated in 1965 and is headquartered in Toronto, Ontario.

M&A Summary

Buy vs Sell

Year		≤ '19	'20	'21	'22	'23	'24	T
Buy (3.6/yr)	#	2	7	10	-	1	-	20
Sell (0.0/yr)	#	-	-	-	-	-	-	0
								20

Most Recent M&A

Company	Date	Value	Type
Coriel Capital, Inc.	2023-08-10	-	Add-on Acquisition
Westmount, Quebec · www.corielcapital.com
RegentAtlantic Capital LLC	2021-12-06	-	Add-on Acquisition
Morristown, New Jersey · www.regentatlantic.com
Gofen and Glossberg LLC	2021-11-10	-	Add-on Acquisition
Chicago, Illinois · www.gofen.com
R.H. Bluestein & Co.	2021-11-02	-	Add-on Acquisition
Birmingham, Michigan · www.rhbco.com
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
View All >>

M&A by Sector

Sector	Buy #	Value	Sell #	Value
Financial Services	15 (75%)	-	-	-
Business Services	5 (25%)	-	-	-
Total	20	-	-	-

By Geo

State/Country		Buy	Value	Sell	Value
United States		17	-	-	-
	Illinois	3	-	-	-
	Texas	2	-	-	-
	Ohio	2	-	-	-
	New York	2	-	-	-
	California	2	-	-	-
	Pennsylvania	1	-	-	-
	New Jersey	1	-	-	-
	Michigan	1	-	-	-
	Georgia	1	-	-	-
	Florida	1	-	-	-
	Arizona	1	-	-	-
Canada		3	-	-	-
	Quebec	1	-	-	-
	Ontario	1	-	-	-
	British Columbia	1	-	-	-
Domestic		3 (15%)	-	-	-
Cross-border		17 (85%)	-	-	-
Total		20	-	-	-

Top M&A Advisors

Legal	Deals
Hogan Lovells	6
Blake, Cassels & Graydon LLP	2

M&A Connections

		Deals
Acquired from
Investor(s)	5%	1 (5%)
Strategic(s)	5%	1 (5%)

Company Summary

SECTOR

Financial Services

Revenue

2,727 34%	2021
2,050 4%	2020
2,119 6%	2019
2,236 6%	2018
2,111 9%	2017
1,948	2016
(millions of CAD)	Show More Show Less

Established

1965

Public

Toronto (TSX): CIX

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CI Financial - M&A Summary and Business Overview

Financial ServicesCompany