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M&A Deal Summary

PI Financial Acquires Echelon Wealth Partners

On April 25, 2023, PI Financial acquired financial services company Echelon Wealth Partners

Acquisition Highlights
  • This is PI Financial’s 1st transaction in the Financial Services sector.
  • This is PI Financial’s 1st transaction in Canada.
  • This is PI Financial’s 1st transaction in Ontario.

M&A Deal Summary
Date 2023-04-25
Target Echelon Wealth Partners
Sector Financial Services
Buyer(s) PI Financial
Deal Type Merger

Target

Echelon Wealth Partners

Toronto, Ontario, Canada
Echelon Wealth Partners is an independently owned and operated wealth management and capital markets firm. Echelon Wealth Partners was founded in 2010 and is based in Toronto, Ontario.

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Buyer(S) 1

Buyer

PI Financial

Vancouver, British Columbia, Canada
Category Company
Founded 1982
Sector Financial Services
Employees300
DESCRIPTION

PI Financial Corp. is an independent, Western Canadian-based, full-service investment dealer, providing a wide range of investment products and services to individual, corporate and institutional investors. It is also one of Canada’s top investment banks for small to mid-cap Canadian companies and has expertise in the resource, technology, industrial products, transportation, healthcare, and consumer discretionary sectors.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Merger M&A Deals 1 of 1
State: Ontario M&A 1 of 1
Country: Canada M&A 1 of 1
Year: 2023 M&A 1 of 1
Mergr

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