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Vice President at CI FINANCIAL CORP
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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
14 Service Providers
61 Dealmakers
£ 6.90 B
Target: H.M. PAYSON
Bidder: CORIENT CAPITAL PARTNERS
4 Dealmakers
Target: GELLER & COMPANY (MULTI-FAMILY OFFICE BUSINESS)
10 Service Providers
41 Dealmakers
