Submit Deal

Submit Deal

Cover Image Julie Mansi

Julie Mansi

Partner at Borden Ladner Gervais

Lawyer

Deal Bio

Total Deals9

Valued Deals4

Total Value£ 6.79 B

Avg. Deal Size£ 1.70 B

Market Context

Sort

08 Oct 2020|United States|Asset Managers and Custodians

Target: EATON VANCE CORP

Bidder: MORGAN STANLEY INC

11 Service Providers

8 Target | 3 Bidder

51 Dealmakers

36 Target | 15 Bidder

£ 5.42 B

Value

16 Dec 2020|Canada|Asset Managers and Custodians

Target: ADVISORY SERVICES INC

Bidder: GUARDIAN CAPITAL PARTNERS

4 Service Providers

2 Target | 1 Bidder | 1 Vendor

11 Dealmakers

8 Target | 2 Bidder | 1 Vendor

n/a

Value

16 Sep 2021|United States|Asset Managers and Custodians

Target: CARDINAL POINT

Bidder: FOCUS FINANCIAL PARTNERS

3 Service Providers

1 Target | 2 Bidder

10 Dealmakers

1 Target | 9 Bidder

n/a

Value

23 Jul 2021|Canada|Asset Managers and Custodians

Target: GAVIN HOCKEY WEALTH SPECIALISTS

Bidder: FOCUS FINANCIAL PARTNERS

4 Service Providers

2 Target | 2 Bidder

14 Dealmakers

2 Target | 12 Bidder

n/a

Value

01 Nov 2021|Canada|Diversified Retailers

Target: MERCEDES BENZ BRAMPRON

Bidder: THE HUMBERVIEW GROUP

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

30 Nov 2022|Canada|Diversified Financials

Target: GUARDIAN CAPITAL GROUP LIMITED (LIFE INSURANCE, MUTUAL FUND AND INVESTMENT DISTRIBUTION NETWORKS)

Bidder: DESJARDINS GROUP

7 Service Providers

3 Bidder | 4 Vendor

40 Dealmakers

35 Bidder | 5 Vendor

£ 463 M

Value

03 Jun 2024|Canada|Asset Managers and Custodians

Target: CARDINAL POINT

Bidder: FOCUS FINANCIAL PARTNERS

5 Service Providers

2 Target | 3 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

04 Mar 2025|Canada|Software

Target: ANALYTIXINSIGHT INC

Bidder: POLYMATH RESEARCH INC

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 7 Bidder

£ 10 M

Value

28 Aug 2025|Canada|Private Equity

Target: GUARDIAN CAPITAL GROUP LIMITED

Bidder: DESJARDINS GROUP

10 Service Providers

6 Target | 3 Bidder | 1 Vendor

65 Dealmakers

23 Target | 42 Bidder

£ 896 M

Value

Privacy Policy Terms of Service Contact Us Cookie Preferences

All rights reserved. Copyright © 2025 Datasite

MergerLinks - Julie Mansi