Submit Deal
All Dealmakers
Similar Dealmakers
Vice President at CI GLOBAL ASSET MANAGEMENT
Manager
Share Profile
Deal Bio
Market Context
Back to top
All rights reserved. Copyright © 2026 Datasite
Expertise (20)
Key Relationships
Sort
Target: WEALTHBAR FINANCIAL SERVICES
Bidder: CI FINANCIAL CORP
3 Service Providers
6 Dealmakers
n/a
Value
Target: DOYLE WEALTH MANAGEMENT INC
4 Service Providers
5 Dealmakers
Target: THE ROOSEVELT INVESTMENT GROUP
Target: RGT WEALTH ADVISORS
Target: BRIGHTWORTH LLC
6 Service Providers
22 Dealmakers
Target: LAWRENCE PARK ASSET MANAGEMENT
2 Service Providers
Target: PINNACLE ADVISORY GROUP
Target: DOWLING & YAHNKE
15 Dealmakers
Target: RADNOR FINANCIAL ADVISORS
10 Dealmakers
Target: PORTOLA PARTNERS
12 Dealmakers
Target: MCCUTCHEN GROUP LLC
Target: REGENTATLANTIC CAPITAL
13 Dealmakers
Target: CORIENT CAPITAL PARTNERS
27 Dealmakers
Target: CI FINANCIAL (US WEALTH UNIT)
Bidder: BAIN CAPITAL LP
8 Service Providers
£ 1.06 B
Target: CI FINANCIAL CORP
Bidder: MUBADALA INVESTMENT COMPANY
16 Service Providers
68 Dealmakers
£ 6.90 B
Target: H.M. PAYSON
Bidder: CORIENT CAPITAL PARTNERS
4 Dealmakers
Target: GELLER & COMPANY (MULTI-FAMILY OFFICE BUSINESS)
10 Service Providers
48 Dealmakers
Target: STONEHAGE FLEMING FAMILY & PARTNERS LTD
17 Service Providers
30 Dealmakers
Target: FORGE FIRST ASSET MANAGEMENT INC
Bidder: CI GLOBAL ASSET MANAGEMENT
5 Service Providers
38 Dealmakers
Target: INVESCO (CANADIAN INVESTMENT FUND ASSETS)
7 Service Providers
£ 13.92 B
