Guardian Capital - M&A Summary and Business Overview

Financial ServicesCompany

Guardian Capital M&A Summary

Guardian Capital has acquired 3 companies, including 3 in the last 5 years.

Guardian Capital’s largest acquisition to date was in 2024, when it acquired Sterling Capital Management for $70M. Guardian Capital has acquired in 1 US state, and 2 countries. The Company’s most targeted sectors include financial services (67%) and internet software and services (34%).

Guardian Capital Business Overview

Where is Guardian Capital headquartered?

Guardian Capital is headquartered in Toronto, Ontario.

What is Guardian Capital’s revenue?

Guardian Capital disclosed revenue of 255M CAD for 2023 and 214M CAD for 2022.

How many employees does Guardian Capital have?

Guardian Capital has 600 employees.

What sector is Guardian Capital in?

Guardian Capital is a financial services company.

When was Guardian Capital founded?

Guardian Capital was founded in 1962.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1
  • M&A Advisors 3

Guardian Capital

Guardian Capital Group Ltd.

Commerce Court West Suite 2700 199 Bay Street PO Box 201,
Toronto, Ontario M5L 1E8
Canada,
(416) 364-8341
www.guardiancapital.com

Guardian Capital is a diversified financial services company. Guardian offers institutional and private wealth investment management services; financial services to international investors; services to financial advisors in its national mutual fund dealer, securities dealer, and insurance distribution network. Guardian was founded in 1962 and is based in Toronto, Canada.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - 1 - 1 - 1 3
vol $70M $70M
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Sterling Capital Management LLC 2024-02-02 70M USD Divestiture
Charlotte, North Carolina · www.sterlingcapital.com
Rae & Lipskie Investment Counsel Inc. 2022-06-27 - Add-on Acquisition
Waterloo, Ontario · www.raelipskie.com
Modern Advisor Canada, Inc. 2020-01-30 - Add-on Acquisition
Vancouver, British Columbia · www.modernadvisor.ca
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (67%) 70M (100%) - -
Internet Software and Services 1 (33%) - - -
Total 3 $70M - -

By Geo

State/Country Buy Value Sell Value
Canada 2 - - -
  Ontario 1 - - -
  British Columbia 1 - - -
United States 1 70M - -
  North Carolina 1 70M - -
Domestic 2 (67%) - - -
Cross-border 1 (33%) 70M (100%) - -
Total 3 $70M - -

Top M&A Advisors

Financial Deals
Cambridge International Partners LLC
1
Cherry Bekaert
1
Legal Deals
Pryor Cashman
1

Deal Values

buy # Total
< $100M 1 $70M
TOTAL $70M
Largest Sterling Capital Management LLC
$70M (2024-02-02)

M&A Connections

Deals
Acquired from
Strategic(s)
33%
1 (33%)

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