Request Deal Involvement
CI Financial-backed Congress Wealth Management completed the acquisition of Pinnacle Advisory Group.
Identify your role
Select the side you represented in this transaction, and provide your current job title.
Service Providers
pr advisors
Gregory FCA
or
Principals
bidder
CI FINANCIAL CORP
target
PINNACLE ADVISORY GROUP
bidder
CONGRESS WEALTH MANAGEMENT
Principals or Service Provider not listed?Add missing Service Provider or Principal
Enter your Job Title on this deal
This title will appear on your profile next to this deal involvement.
To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:
All rights reserved. Copyright © 2025 Datasite