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Target: CORIENT CAPITAL PARTNERS
Bidder: CI FINANCIAL CORP
6 Service Providers
27 Dealmakers
n/a
Value
Target: SOCIUS FAMILY OFFICE
Bidder: CORIENT CAPITAL PARTNERS
3 Service Providers
5 Dealmakers
Target: H.M. PAYSON
4 Service Providers
4 Dealmakers
Target: GELLER & COMPANY (MULTI-FAMILY OFFICE BUSINESS)
7 Service Providers
38 Dealmakers
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Senior Management
James Rooney
CEO
Kurt MacAlpine
Partner and CEO
Chris Copps
Partner