MergerLinks - Kurt MacAlpine

target

Redpoint Investment Management

bidder

Gsfm

value n/a

4 dealmakers

United States

Asset Managers and Custodians

AcquisitionPrivateMajority

target

Surevest Wealth Management

bidder

Ci Financial Corp

value n/a

2 dealmakers

United States

Asset Managers and Custodians

AcquisitionPrivateMajorityPrivate Equity

target

One Capital Management

bidder

Ci Financial Corp

value n/a

2 dealmakers

Canada

FinTech

AcquisitionMajorityPrivate

target

Wealthbar Financial Services

bidder

Ci Financial Corp

value n/a

6 dealmakers

United States

Asset Managers and Custodians

Private EquityPrivateAcquisitionMajority

target

Thousand Oaks Financial Corporation

bidder

Ci Financial Corp

value n/a

2 dealmakers

United States

Asset Managers and Custodians

Cross BorderAcquisitionMajorityPrivate

target

Balasa Dinverno Foltz

bidder

Ci Financial Corp

value n/a

3 dealmakers

United States

Financial Data and Systems

PrivateMajorityAcquisitionDomestic

target

Bowling Portfolio Management

bidder

Ci Financial Corp

value n/a

3 dealmakers

United States

Asset Managers and Custodians

MajorityAcquisitionPrivateDomesticPrivate Equity

target

Doyle Wealth Management

bidder

Ci Financial Corp

£837m

5 dealmakers

India

Commercial REITs

AcquisitionPrivateMinorityCross BorderPrivate Equity

target

Embassy Reit

bidder

Prudential Capital

£227m

9 dealmakers

United States

Asset Managers and Custodians

PrivateDomesticMajorityAcquisitionPrivate Equity

target

The Roosevelt Investment Group

bidder

Ci Financial Corp

value n/a

6 dealmakers

United States

Asset Managers and Custodians

AcquisitionCross BorderMajorityPrivate

target

Rgt Wealth Advisors

bidder

Ci Financial Corp

value n/a

5 dealmakers

United States

Asset Managers and Custodians

Cross BorderAcquisitionMajorityPrivate EquityPrivate

target

Brightworth

bidder

Ci Financial Corp

value n/a

22 dealmakers

Canada

Asset Managers and Custodians

MajorityAcquisitionPrivateDomestic

target

Lawrence Park Asset Management

bidder

Ci Financial Corp

value n/a

5 dealmakers

United States

Asset Managers and Custodians

DomesticMajorityPrivateAcquisition

target

Pinnacle Advisory Group

bidder

Ci Financial Corp

value n/a

6 dealmakers

United States

Asset Managers and Custodians

AcquisitionPrivateMajorityDomestic

target

Dowling & Yahnke

bidder

Ci Financial Corp

value n/a

15 dealmakers

United States

Asset Managers and Custodians

PrivatePrivate EquityMajorityDomesticAcquisition

target

Radnor Financial Advisors

bidder

Ci Financial Corp

value n/a

10 dealmakers

United States

Investment Banking

AcquisitionPrivateMajorityCross Border

target

Portola Partners

bidder

Ci Financial Corp

value n/a

12 dealmakers

United States

Asset Managers and Custodians

MajorityCross BorderAcquisitionPrivate

target

Mccutchen Group

bidder

Ci Financial Corp

value n/a

5 dealmakers

United States

Asset Managers and Custodians

PrivateMajorityCross BorderAcquisition

target

Regentatlantic Capital

bidder

Ci Financial Corp

value n/a

13 dealmakers

United States

Asset Managers and Custodians

MajorityPrivateCross BorderPrivate EquityAcquisition

target

Corient Capital Partners

bidder

Ci Financial Corp

value n/a

27 dealmakers

United States

Diversified Financials

AcquisitionPrivateMajorityDomesticPrivate Equity

target

Eaton Vance Wateroak Advisors (investment Advisory And Wealth Management Business Assets)

bidder

PATHSTONE

value n/a

14 dealmakers

United States

Asset Managers and Custodians

AcquisitionVenture CapitalCross BorderPrivate EquityMinorityPrivate

target

Ci Financial (us Wealth Unit)

bidder

Bain Capital

£1,061m

12 dealmakers