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Kurt MacAlpine

CEO at CI FINANCIAL CORP

Manager

Deal Bio

Total Deals22

Valued Deals3

Total Value£2,126M

Avg. Deal Size£709M

Market Context

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

Expertise

Key Relationships (22)

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Australia

Private Equity

AcquisitionMajorityPrivate EquityPrivate

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

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