M&A Deal Summary

CI Financial Acquires RGT Wealth Advisors

On November 24, 2020, CI Financial acquired financial services company RGT Wealth Advisors

Acquisition Highlights
  • This is CI Financial’s 8th transaction in the Financial Services sector.
  • This is CI Financial’s 7th transaction in the United States.
  • This is CI Financial’s 2nd transaction in Texas.

M&A Deal Summary
Date 2020-11-24
Target RGT Wealth Advisors
Sector Financial Services
Buyer(s) CI Financial
Deal Type Add-on Acquisition

Target

RGT Wealth Advisors

Dallas, Texas, United States
RGT Wealth Advisors LLC offers a fully integrated approach to investment management and wealth management, including sophisticated financial planning services to high-net-worth individuals as well as family office services in Texas and across the U.S.

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Buyer(S) 1

Buyer

CI Financial

Toronto, Ontario, Canada
Category Company
Founded 1965
Sector Financial Services
Revenue 3.1B CAD (2023)
DESCRIPTION

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 STATS #
Overall 9 of 20
Sector (Financial Services) 8 of 15
Type (Add-on Acquisition) 8 of 18
State (Texas) 2 of 2
Country (United States) 7 of 17
Year (2020) 7 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-11-11 The Roosevelt Investment Group

New York, New York, United States

The Roosevelt Investment Group is a New York-based registered investment advisor that specializes in providing financial planning and wealth management services to high-net-worth families in the greater New York area.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-01-25 Segall Bryant & Hamill

Chicago, Illinois, United States

Segall Bryant & Hamill (SBH) is an independent firm headquartered in Chicago, with offices in Denver, St. Louis, Philadelphia, and Naples, Florida. The firm was established in 1994. SBH offers a range of investment strategies and customized solutions for institutional, advisor and wealth management clients, including domestic, international and global equity, fixed income and alternatives. The firm has approximately $20 billion of assets under management or advisement.

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