M&A Deal Summary |
|
|---|---|
| Date | 2019-03-22 |
| Target | Integrated Asset Management |
| Sector | Financial Services |
| Buyer(s) | Fiera |
| Deal Type | Add-on Acquisition |
| Deal Value | 74M USD |
| Advisor(s) | Goodmans (Legal) |
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| Category | Company |
|---|---|
| Founded | 2002 |
| Sector | Financial Services |
| Employees | 845 |
| Revenue | 676M CAD (2023) |
Fiera is a global independent asset management firm focused on delivering customized multi-asset solutions across traditional and alternative asset classes to institutional, retail and private wealth clients across North America, Europe and key markets in Asia. Fiera was incorporated in 2002 and is headquartered in Montreal, Quebec.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector (Financial Services) | 1 of 1 |
| Type (Add-on Acquisition) | 1 of 1 |
| State (Ontario) | 1 of 2 |
| Country (Canada) | 1 of 2 |
| Year (2019) | 1 of 1 |
| Size (of disclosed) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-04 |
Bel Air Investment Advisors
Los Angeles, California, United States Established in 1997, Bel Air Investment Advisors is a prominent wealth management advisory firm, providing financial advisory, asset, and investment management services to exclusively high net worth individuals, families, trusts, and foundations with $20 million or more in investable assets. Headquartered in Los Angeles, Calif., Bel Air services over 300 families across the United States and oversees more than $8 billion in assets, including private foundation relationships. |
Sell | - |
