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Cover Image Kurt MacAlpine

Kurt MacAlpine

CEO at CI FINANCIAL CORP

Manager

Deal Bio

Total Deals25

Valued Deals4

Total Value£ 22.11 B

Avg. Deal Size£ 5.53 B

Market Context

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MergerLinks - Kurt MacAlpine

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17 Oct 2019|Australia|Private Equity

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

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

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

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

Target: THOUSAND OAKS FINANCIAL CORPORATION

Bidder: CI FINANCIAL CORP

2 Service Providers

2 Dealmakers

n/a

Value

04 Aug 2020|United States|Asset Managers and Custodians

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

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

Target: DOYLE WEALTH MANAGEMENT INC

Bidder: CI FINANCIAL CORP

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

25 Jun 2020|India|Commercial REITs

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

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

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

Target: BRIGHTWORTH LLC

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

22 Dealmakers

10 Target | 12 Bidder

n/a

Value