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Cover Image Trevor Davis
Trevor Davis

Trevor Davis

Account Manager at Gregory FCA

PR Consultant

Deal Bio

Total Deals11
Valued Deals1
Total Value£837M
Avg. Deal Size£837M

Market Context

Expertise

Key Relationships (11)

Sort

United States
Asset Managers and Custodians
MajorityAcquisitionPrivateDomesticPrivate Equity
Doyle Wealth Management

target

Doyle Wealth Management

Ci Financial Corp

bidder

Ci Financial Corp

£837m

dealmakers

United States
Asset Managers and Custodians
PrivateDomesticMajorityAcquisitionPrivate Equity
The Roosevelt Investment Group

target

The Roosevelt Investment Group

Ci Financial Corp

bidder

Ci Financial Corp

value n/a

dealmakers

United States
Asset Managers and Custodians
AcquisitionCross BorderMajorityPrivate
Rgt Wealth Advisors

target

Rgt Wealth Advisors

Ci Financial Corp

bidder

Ci Financial Corp

value n/a

dealmakers

United States
Asset Managers and Custodians
DomesticMajorityPrivateAcquisition
Pinnacle Advisory Group

target

Pinnacle Advisory Group

Ci Financial Corp

bidder

Ci Financial Corp

value n/a

dealmakers

United States
Asset Managers and Custodians
AcquisitionPrivateMajorityDomestic
Dowling & Yahnke

target

Dowling & Yahnke

Ci Financial Corp

bidder

Ci Financial Corp

value n/a

dealmakers

United States
Asset Managers and Custodians
PrivatePrivate EquityMajorityDomesticAcquisition
Radnor Financial Advisors

target

Radnor Financial Advisors

Ci Financial Corp

bidder

Ci Financial Corp

value n/a

dealmakers

United States
Investment Banking
AcquisitionPrivateMajorityCross Border
Portola Partners

target

Portola Partners

Ci Financial Corp

bidder

Ci Financial Corp

value n/a

dealmakers

United States
Asset Managers and Custodians
MajorityCross BorderAcquisitionPrivate
Mccutchen Group

target

Mccutchen Group

Ci Financial Corp

bidder

Ci Financial Corp

value n/a

dealmakers

United States
Asset Managers and Custodians
PrivateMajorityCross BorderAcquisition
Regentatlantic Capital

target

Regentatlantic Capital

Ci Financial Corp

bidder

Ci Financial Corp

value n/a

dealmakers

United States
Asset Managers and Custodians
MajorityPrivateCross BorderPrivate EquityAcquisition
Corient Capital Partners

target

Corient Capital Partners

Ci Financial Corp

bidder

Ci Financial Corp

value n/a

dealmakers

United States
Media Agencies
MajorityAcquisitionPrivateDomestic
Blue Sky Group

target

Blue Sky Group

Armanino

bidder

Armanino

value n/a

dealmakers

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