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Submit Deal

Cover Image Murray Oxby

Murray Oxby

Vice President at CORIENT CAPITAL PARTNERS

Manager

Deal Bio

Total Deals18

Valued Deals2

Total Value£ 7.96 B

Avg. Deal Size£ 3.98 B

Market Context

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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

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

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

05 Apr 2021|Canada|Asset Managers and Custodians

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

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

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

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

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

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

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

Target: CORIENT CAPITAL PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

27 Dealmakers

13 Target | 14 Bidder

n/a

Value

11 May 2023|United States|Asset Managers and Custodians

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

Target: CI FINANCIAL CORP

Bidder: MUBADALA INVESTMENT COMPANY

15 Service Providers

7 Target | 8 Bidder

68 Dealmakers

52 Target | 16 Bidder

£ 6.90 B

Value

17 Dec 2024|United States|Diversified Financials

Target: H.M. PAYSON

Bidder: CORIENT CAPITAL PARTNERS

4 Service Providers

1 Target | 3 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

15 Jan 2025|United States|Management Consulting

Target: GELLER & COMPANY (MULTI-FAMILY OFFICE BUSINESS)

Bidder: CORIENT CAPITAL PARTNERS

10 Service Providers

5 Bidder | 5 Vendor

41 Dealmakers

4 Bidder | 37 Vendor

n/a

Value

02 Sep 2025|United Kingdom|Hedge Funds

Target: STONEHAGE FLEMING FAMILY & PARTNERS LTD

Bidder: CORIENT CAPITAL PARTNERS

16 Service Providers

8 Target | 8 Bidder

28 Dealmakers

2 Target | 26 Bidder

n/a

Value

MergerLinks - Murray Oxby