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CI Financial and Pathstone to acquire investment advisory and wealth management business assets of Morgan Stanley-backed Eaton Vance WaterOak Advisors.
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Service Providers
accounting advisors
BDO
legal advisors
Schulte Roth & Zabel
legal advisors
Willkie Farr & Gallagher
legal advisors
Hogan Lovells
financial advisors
Raymond James
or
Principals
bidder
PATHSTONE
vendor
EATON VANCE WATEROAK ADVISORS
target
EATON VANCE WATEROAK ADVISORS (INVESTMENT ADVISORY AND WEALTH MANAGEMENT BUSINESS ASSETS)
vendor
MORGAN STANLEY CAPITAL PARTNERS
bidder
CI FINANCIAL CORP
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