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Jeff Brand

Managing Director at Raymond James

Financial Advisor

Deal Bio

Total Deals7

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

17 Jun 2020|United States|Asset Managers and Custodians

Target: PAGNATOKARP

Bidder: CRESSET ASSET MANAGEMENT LLC

4 Service Providers

3 Target | 1 Bidder

11 Dealmakers

4 Target | 7 Bidder

n/a

Value

15 Mar 2021|United States|Asset Managers and Custodians

Target: BRIGHTWORTH LLC

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

22 Dealmakers

10 Target | 12 Bidder

n/a

Value

10 May 2021|United States|Asset Managers and Custodians

Target: DOWLING & YAHNKE

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

15 Dealmakers

11 Target | 4 Bidder

n/a

Value

22 Jul 2021|United States|Investment Banking

Target: GERBER TAYLOR

Bidder: EMIGRANT PARTNERS

5 Service Providers

3 Target | 2 Bidder

6 Dealmakers

5 Target | 1 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

31 Mar 2022|United States|Diversified Financials

Target: EATON VANCE WATEROAK ADVISORS (INVESTMENT ADVISORY AND WEALTH MANAGEMENT BUSINESS ASSETS)

Bidder: PATHSTONE

8 Service Providers

6 Bidder | 2 Vendor

14 Dealmakers

11 Bidder | 3 Vendor

n/a

Value