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Cover Image Kurt MacAlpine
Kurt MacAlpineCI FINANCIAL CORP

Kurt MacAlpine

CEO at CI FINANCIAL CORP

Manager

Deal Bio

Total Deals23
Valued Deals4
Total Value£ 9.03 B
Avg. Deal Size£ 2.26 B

Market Context

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17 Oct 2019|Australia|Private Equity
Redpoint Investment Management
Gsfm

Target: REDPOINT INVESTMENT MANAGEMENT PTY LTD

Bidder: GSFM PTY LTD

4 Service Providers

1 Target | 2 Bidder | 1 Vendor

4 Dealmakers

1 Target | 2 Bidder | 1 Vendor

n/a

Value

26 Nov 2019|United States|Asset Managers and Custodians
Surevest Wealth Management
Ci Financial Corp

Target: SUREVEST WEALTH MANAGEMENT

Bidder: CI FINANCIAL CORP

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

23 Dec 2019|United States|Asset Managers and Custodians
One Capital Management
Ci Financial Corp

Target: ONE CAPITAL MANAGEMENT LLC

Bidder: CI FINANCIAL CORP

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

21 May 2020|Canada|FinTech
Wealthbar Financial Services
Ci Financial Corp

Target: WEALTHBAR FINANCIAL SERVICES

Bidder: CI FINANCIAL CORP

3 Service Providers

2 Target | 1 Bidder

6 Dealmakers

4 Target | 2 Bidder

n/a

Value

30 Jul 2020|United States|Asset Managers and Custodians
Thousand Oaks Financial Corporation
Ci Financial Corp

Target: THOUSAND OAKS FINANCIAL CORPORATION

Bidder: CI FINANCIAL CORP

2 Service Providers

2 Bidder

2 Dealmakers

2 Bidder

n/a

Value

04 Aug 2020|United States|Asset Managers and Custodians
Balasa Dinverno Foltz
Ci Financial Corp

Target: BALASA DINVERNO FOLTZ LLC

Bidder: CI FINANCIAL CORP

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

21 Sep 2020|United States|Financial Data and Systems
Bowling Portfolio Management
Ci Financial Corp

Target: BOWLING PORTFOLIO MANAGEMENT

Bidder: CI FINANCIAL CORP

4 Service Providers

3 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

05 Nov 2020|United States|Asset Managers and Custodians
Doyle Wealth Management
Ci Financial Corp

Target: DOYLE WEALTH MANAGEMENT INC

Bidder: CI FINANCIAL CORP

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

£ 837 M

Value

25 Jun 2020|India|Commercial REITs
Embassy Reit
Prudential Capital

Target: EMBASSY REIT

Bidder: PRUDENTIAL CAPITAL

10 Service Providers

1 Target | 7 Bidder | 2 Vendor

9 Dealmakers

1 Target | 7 Bidder | 1 Vendor

£ 227 M

Value

11 Nov 2020|United States|Asset Managers and Custodians
The Roosevelt Investment Group
Ci Financial Corp

Target: THE ROOSEVELT INVESTMENT GROUP

Bidder: CI FINANCIAL CORP

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

2 Target | 4 Bidder

n/a

Value

24 Nov 2020|United States|Asset Managers and Custodians
Rgt Wealth Advisors
Ci Financial Corp

Target: RGT WEALTH ADVISORS

Bidder: CI FINANCIAL CORP

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

15 Mar 2021|United States|Asset Managers and Custodians
Brightworth
Ci Financial Corp

Target: BRIGHTWORTH LLC

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

22 Dealmakers

10 Target | 12 Bidder

n/a

Value

05 Apr 2021|Canada|Asset Managers and Custodians
Lawrence Park Asset Management
Ci Financial Corp

Target: LAWRENCE PARK ASSET MANAGEMENT

Bidder: CI FINANCIAL CORP

2 Service Providers

1 Target | 1 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

03 May 2021|United States|Asset Managers and Custodians
Pinnacle Advisory Group
Ci Financial Corp

Target: PINNACLE ADVISORY GROUP

Bidder: CI FINANCIAL CORP

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

10 May 2021|United States|Asset Managers and Custodians
Dowling & Yahnke
Ci Financial Corp

Target: DOWLING & YAHNKE

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

15 Dealmakers

11 Target | 4 Bidder

n/a

Value

28 Jun 2021|United States|Asset Managers and Custodians
Radnor Financial Advisors
Ci Financial Corp

Target: RADNOR FINANCIAL ADVISORS

Bidder: CI FINANCIAL CORP

6 Service Providers

2 Target | 3 Bidder | 1 Vendor

10 Dealmakers

5 Target | 4 Bidder | 1 Vendor

n/a

Value

14 Sep 2021|United States|Investment Banking
Portola Partners
Ci Financial Corp

Target: PORTOLA PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

12 Dealmakers

7 Target | 5 Bidder

n/a

Value

21 Oct 2021|United States|Asset Managers and Custodians
Mccutchen Group
Ci Financial Corp

Target: MCCUTCHEN GROUP LLC

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

06 Dec 2021|United States|Asset Managers and Custodians
Regentatlantic Capital
Ci Financial Corp

Target: REGENTATLANTIC CAPITAL

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

13 Dealmakers

8 Target | 5 Bidder

n/a

Value

22 Feb 2022|United States|Asset Managers and Custodians
Corient Capital Partners
Ci Financial Corp

Target: CORIENT CAPITAL PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

27 Dealmakers

13 Target | 14 Bidder

n/a

Value

31 Mar 2022|United States|Diversified Financials
Eaton Vance Wateroak Advisors (investment Advisory And Wealth Management Business Assets)
PATHSTONE

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

11 May 2023|United States|Asset Managers and Custodians
Ci Financial (us Wealth Unit)
Bain Capital

Target: CI FINANCIAL (US WEALTH UNIT)

Bidder: BAIN CAPITAL LP

8 Service Providers

3 Bidder | 5 Vendor

12 Dealmakers

3 Bidder | 9 Vendor

£ 1.06 B

Value

25 Nov 2024|Canada|Asset Managers and Custodians
Ci Financial Corp
Mubadala Investment Company

Target: CI FINANCIAL CORP

Bidder: MUBADALA INVESTMENT COMPANY

14 Service Providers

7 Target | 7 Bidder

61 Dealmakers

52 Target | 9 Bidder

£ 6.90 B

Value

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