Explore All 10010 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | November 10, 2021 |
| Target | Gofen |
| Sector | Business Services |
| Buyer(s) | CI Financial |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Cambridge International Partners (Financial) Katz Teller (Legal) |
FILTER BY
| 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 | 18 of 20 |
| Sector: Business Services | 4 of 5 |
| Type: Add-on Acquisition | 16 of 18 |
| State: Illinois | 3 of 3 |
| Country: United States | 16 of 17 |
| Year: 2021 | 9 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-02 |
Bluestein
Birmingham, Michigan, United States Bluestein is an independent client firm that provides investment management counsel to a broad range of clients, including individual investors, trusts, estates, family groups, corporations, profit-sharing plans, and foundations. Bluestein was founded in 1990 and is based in Birmingham, Michigan. |
Buy | - |
| 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. |
Buy | - |
