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Cover Image Trevor Davis
Trevor DavisGregory FCA

Trevor Davis

Account Manager at Gregory FCA

PR Consultant

Deal Bio

Total Deals12
Valued Deals1
Total Value£ 837 M
Avg. Deal Size£ 837 M

Market Context

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05 Nov 2020|United States|Asset Managers and Custodians
Doyle Wealth Management
Ci Financial Corp

Target: DOYLE WEALTH MANAGEMENT INC

Bidder: CI FINANCIAL CORP

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

£ 837 M

Value

11 Nov 2020|United States|Asset Managers and Custodians
The Roosevelt Investment Group
Ci Financial Corp

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
Rgt Wealth Advisors
Ci Financial Corp

Target: RGT WEALTH ADVISORS

Bidder: CI FINANCIAL CORP

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

03 May 2021|United States|Asset Managers and Custodians
Pinnacle Advisory Group
Ci Financial Corp

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
Dowling & Yahnke
Ci Financial Corp

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
Radnor Financial Advisors
Ci Financial Corp

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
Portola Partners
Ci Financial Corp

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
Mccutchen Group
Ci Financial Corp

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
Regentatlantic Capital
Ci Financial Corp

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
Corient Capital Partners
Ci Financial Corp

Target: CORIENT CAPITAL PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

27 Dealmakers

13 Target | 14 Bidder

n/a

Value

22 Mar 2023|United States|Media Agencies
Blue Sky Group
Armanino

Target: BLUE SKY GROUP

Bidder: ARMANINO LLP

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

01 Apr 2025|United States|Financial Data and Systems
Angel Oak Companies
Brookfield Asset Management

Target: ANGEL OAK COMPANIES

Bidder: BROOKFIELD ASSET MANAGEMENT

7 Service Providers

5 Target | 2 Bidder

31 Dealmakers

4 Target | 27 Bidder

n/a

Value

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