M&A Deal Summary

Invesco Acquires Trimark Financial

On January 1, 2000, Invesco acquired financial services company Trimark Financial

Acquisition Highlights
  • This is Invesco’s 3rd transaction in the Financial Services sector.
  • This is Invesco’s 1st transaction in Canada.
  • This is Invesco’s 1st transaction in Ontario.

M&A Deal Summary
Date 2000-01-01
Target Trimark Financial
Sector Financial Services
Buyer(s) Invesco
Deal Type Add-on Acquisition

Target

Trimark Financial

North York, Ontario, Canada
Trimark Financial Corp. provides investment management services to the funds in Canada.

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Buyer(S) 1

Buyer

Invesco

Atlanta, Georgia, United States

website

Category Company
Founded 1935
Sector Financial Services
Employees8,611
Revenue 6.0B USD (2022)
DESCRIPTION
Invesco's corporate headquarters in Atlanta, Georgia.
Invesco's corporate headquarters in Atlanta, Georgia.

Invesco is an independent global investment manager. Invesco provides a comprehensive range of investment solutions to clients and has a significant presence in the institutional and retail markets within the investment management industry in North America, UK, Europe and Asia-Pacific. Invesco was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

DEAL STATS #
Overall 3 of 8
Sector (Financial Services) 3 of 8
Type (Add-on Acquisition) 2 of 4
State (Ontario) 1 of 1
Country (Canada) 1 of 1
Year (2000) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
1997-02-01 AIM Management Group

Houston, Texas, United States

AIM Management Group is a leading sponsor of mutual funds and other investment products.

Buy $1.6B
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2001-04-27 Pell Rudman & Co

Boston, Massachusetts, United States

Pell Rudman & Co, Inc. is a provider of asset management services to high net worth individuals, families and foundations and endowments.

Buy $172M
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