MergerLinks - CI FINANCIAL CORP

CI FINANCIAL CORP

Summary

CI Financial is a wealth management firm that offers investment funds.

Deals Overview

Total Deals23

Valued Deals3

Total Value£3,816M

Avg. Deal Size£1,272M

Senior Management

Kurt MacAlpine
CEO
Amit Muni
CFO
Murray Oxby
Vice President

Sort

AustraliaAustralia

Asset Managers and Custodians

PrivatePrivate Equity

target

Grant Samuel Funds Management

bidder

Ci Financial Corp

value n/a

1 dealmaker

Australia

Private Equity

AcquisitionMajorityPrivate EquityPrivate

target

Redpoint Investment Management

bidder

Gsfm

value n/a

4 dealmakers

United States

Asset Managers and Custodians

AcquisitionPrivateMajority

target

Surevest Wealth Management

bidder

Ci Financial Corp

value n/a

2 dealmakers

United States

Asset Managers and Custodians

AcquisitionPrivateMajorityPrivate Equity

target

One Capital Management

bidder

Ci Financial Corp

value n/a

2 dealmakers

Canada

FinTech

AcquisitionMajorityPrivate

target

Wealthbar Financial Services

bidder

Ci Financial Corp

value n/a

6 dealmakers

United States

Asset Managers and Custodians

Private EquityPrivateAcquisitionMajority

target

Thousand Oaks Financial Corporation

bidder

Ci Financial Corp

value n/a

2 dealmakers

United States

Asset Managers and Custodians

Cross BorderAcquisitionMajorityPrivate

target

Balasa Dinverno Foltz

bidder

Ci Financial Corp

value n/a

3 dealmakers

United States

Financial Data and Systems

PrivateMajorityAcquisitionDomestic

target

Bowling Portfolio Management

bidder

Ci Financial Corp

value n/a

3 dealmakers

United States

Asset Managers and Custodians

MajorityAcquisitionPrivateDomesticPrivate Equity

target

Doyle Wealth Management

bidder

Ci Financial Corp

£837m

5 dealmakers

Canada

Casinos and Gambling

AcquisitionCross BorderPrivate EquityMajorityPublic

target

Great Canadian Gaming

bidder

Apollo Global Management

£1,917m

24 dealmakers

United States

Asset Managers and Custodians

PrivateDomesticMajorityAcquisitionPrivate Equity

target

The Roosevelt Investment Group

bidder

Ci Financial Corp

value n/a

6 dealmakers

United States

Asset Managers and Custodians

AcquisitionCross BorderMajorityPrivate

target

Rgt Wealth Advisors

bidder

Ci Financial Corp

value n/a

5 dealmakers

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