Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | November 3, 2020 |
| Target | Stavis & Cohen Financial |
| Sector | Financial Services |
| Buyer(s) | CI Financial |
| Deal Type | Add-on Acquisition |
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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 | 6 of 20 |
| Sector: Financial Services | 6 of 15 |
| Type: Add-on Acquisition | 5 of 18 |
| State: Texas | 1 of 2 |
| Country: United States | 4 of 17 |
| Year: 2020 | 4 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-09-21 |
Bowling Portfolio Management
Cincinnati, Ohio, United States Bowling Portfolio Management LLC is a woman-owned registered investment advisory firm with US$450 million in assets under management. Bowling provides customized financial planning and investment management services to high-net-worth clients. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-11-05 |
Doyle Wealth Management
St. Petersburg, Florida, United States Doyle Wealth Management, Inc. is a registered investment advisor firm in the Tampa Bay area of Florida with approximately US$1.1 billion in assets. Doyle Wealth Management provides a wide range of wealth management services, including comprehensive financial planning and customized investment portfolios, to high-net-worth individuals. |
Buy | - |
