M&A Deal Summary |
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---|---|
Date | 2024-02-02 |
Target | Sterling Capital |
Sector | Financial Services |
Buyer(s) | Guardian Capital |
Sellers(s) | Truist |
Deal Type | Divestiture |
Deal Value | 70M USD |
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Category | Company |
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Founded | 1962 |
Sector | Financial Services |
Employees | 600 |
Revenue | 255M CAD (2023) |
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, Canada.
DEAL STATS | # |
---|---|
Overall | 3 of 3 |
Sector (Financial Services) | 2 of 2 |
Type (Divestiture) | 1 of 1 |
State (North Carolina) | 1 of 1 |
Country (United States) | 1 of 1 |
Year (2024) | 1 of 1 |
Size (of disclosed) | 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 | - |
Category | Company |
---|---|
Founded | 1872 |
Sector | Financial Services |
Employees | 49,218 |
Revenue | 23.4B USD (2023) |
Truist is a financial services company. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Truist was founded in 1872 and is headquartered in Charlotte, North Carolina.
DEAL STATS | # |
---|---|
Overall | 1 of 1 |
Sector (Financial Services) | 1 of 1 |
Type (Divestiture) | 1 of 1 |
State (North Carolina) | 1 of 1 |
Country (United States) | 1 of 1 |
Year (2024) | 1 of 1 |
Size (of disclosed) | 1 of 1 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2022-08-22 |
Zaloni
Durham, North Carolina, United States Zaloni is a provider of data technology solution delivery software. Zaloni Arena Data Governance platform rapidly and securely delivers trusted data for advanced analytics and AI/ML use cases. Zaloni Arena brings efficiency to complex data environments through an intelligent and collaborative data catalog, automated governance, and unified observability to reduce IT costs and accelerate time to insight. Zaloni is based in Durham, North Carolina. |
Buy | - |