Explore All 3086 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | August 10, 2023 |
| Target | Coriel Capital |
| Sector | Financial Services |
| Buyer(s) | CI Financial |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Blair Franklin (Financial) Davies Ward Phillips & Vineberg (Legal) |
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| Category | Company |
|---|---|
| Founded | 1965 |
| Sector | Financial Services |
| Revenue | 3.1B CAD (2023) |
CI Financial is an independent company offering global asset management and wealth management advisory services. CI Financial was incorporated in 1965 and is headquartered in Toronto, Ontario.
| Deal Context for Buyer | # |
|---|---|
| Overall | 20 of 20 |
| Sector: Financial Services | 15 of 15 |
| Type: Add-on Acquisition | 18 of 18 |
| State: Quebec | 1 of 1 |
| Country: Canada | 3 of 3 |
| Year: 2023 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-06 |
RegentAtlantic
Morristown, New Jersey, United States RegentAtlantic serves high-net-worth individuals and families and institutions on the East Coast and across the United States. It offers a comprehensive range of wealth planning services, including financial planning and investment management, customized to the needs of each client. RegentAtlantic was formed in 1982 and is based in Morristown, New Jersey. |
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