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Cover Image Murray Oxby

Murray Oxby

Vice President at CI GLOBAL ASSET MANAGEMENT

Manager

Deal Bio

Total Deals19

Valued Deals2

Total Value£ 7.96 B

Avg. Deal Size£ 3.98 B

Market Context

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MergerLinks - Murray Oxby

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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