PI Financial - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

PI Financial M&A Summary

PI Financial has acquired 1 company of its own, including 1 in the last 5 years.

The Company’s most targeted sectors include financial services (100%).

PI Financial Ownership

Who owns PI Financial?

PI Financial is owned by NG Holdings Canada. It was acquired on December 18, 2018.

PI Financial Business Overview

Where is PI Financial headquartered?

PI Financial is headquartered in Vancouver, British Columbia.

How many employees does PI Financial have?

PI Financial has 300 employees.

What sector is PI Financial in?

PI Financial is a financial services company.

When was PI Financial founded?

PI Financial was founded in 1982.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Advisors 1

PI Financial Corp.

1900 - 666 Burrard Street,
Vancouver, British Columbia V6C 3N1
Canada,
(604) 664-2900
www.pifinancialcorp.com

PI Financial Corp. is an independent, Western Canadian-based, full-service investment dealer, providing a wide range of investment products and services to individual, corporate and institutional investors. It is also one of Canada’s top investment banks for small to mid-cap Canadian companies and has expertise in the resource, technology, industrial products, transportation, healthcare, and consumer discretionary sectors.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - 1 - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Echelon Wealth Partners, Inc. 2023-04-25 - Merger
Toronto, Ontario · www.echelonpartners.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
Canada 1 - - -
  Ontario 1 - - -
Total 1 - - -

Top M&A Advisors

Financial Deals
Capital West Partners
1

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