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Cover Image Amit Muni

Amit Muni

CFO at CI FINANCIAL CORP

Manager

Deal Bio

Total Deals3

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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06 May 2020|United States|FinTech

Target: ADVISORENGINE

Bidder: FRANKLIN TEMPLETON INVESTMENTS CORPORATION

7 Service Providers

3 Target | 2 Bidder | 2 Vendor

32 Dealmakers

8 Target | 11 Bidder | 13 Vendor

n/a

Value

14 Sep 2021|United States|Investment Banking

Target: PORTOLA PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

12 Dealmakers

7 Target | 5 Bidder

n/a

Value

06 Dec 2021|United States|Asset Managers and Custodians

Target: REGENTATLANTIC CAPITAL

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

13 Dealmakers

8 Target | 5 Bidder

n/a

Value

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