Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | June 27, 2022 |
| Target | The RaeLipskie Partnership |
| Sector | Financial Services |
| Buyer(s) | Guardian Capital |
| Deal Type | Add-on Acquisition |
FILTER BY
| 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 Context for Buyer | # |
|---|---|
| Overall | 2 of 3 |
| Sector: Financial Services | 1 of 2 |
| Type: Add-on Acquisition | 2 of 2 |
| State: Ontario | 1 of 1 |
| Country: Canada | 2 of 2 |
| Year: 2022 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-30 |
Modern Advisor Canada
Vancouver, British Columbia, Canada Modern Advisor Canada, Inc. is a digital investment management company. ModernAdvisor uses technology to help advisors bring Canadians intelligent investing options. Modern Advisor Canada was established in 2013 and is based in Vancouver, British Columbia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-02 |
Sterling Capital
Charlotte, North Carolina, United States Sterling Capital provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and managed account platforms. Sterling Capital was founded in 1970 and is based in Charlotte, North Carolina. |
Buy | $70M |
