M&A Deal Summary |
|
|---|---|
| Date | 2020-01-30 |
| Target | Modern Advisor Canada |
| Sector | Internet Software and Services |
| Buyer(s) | Guardian Capital |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1962 |
| Sector | Financial Services |
| Employees | 600 |
| Revenue | 338M CAD (2024) |
Guardian Capital is a diversified financial services company. Guardian offers institutional and private wealth investment management services; financial services to international investors; services to financial advisors in its national mutual fund dealer, securities dealer, and insurance distribution network. Guardian was founded in 1962 and is based in Toronto, Ontario.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 3 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 2 |
| State: British Columbia M&A | 1 of 1 |
| Country: Canada M&A | 1 of 2 |
| Year: 2020 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-06-27 |
The RaeLipskie Partnership
Waterloo, Ontario, Canada The RaeLipskie Partnership is a private wealth management firm in Ontario that has provided objective, professional investment management. With assets under management in excess of C$1.1 billion, they pride themselves in listening to the needs and goals of their clients and designing flexible, custom portfolios to suit each client’s investment objectives. The RaeLipskie Partnership was founded in 1989 and is based in Waterloo, Ontario. |
Buy | - |
