.
MergerLinks Header Logo

New Deal


Announced

CI Financial to acquire a majority stake in RGT Wealth Advisors.

Synopsis

CI Financial, a diversified global asset and wealth management company, agreed to acquire a majority stake in RGT Wealth Advisors, a Dallas-based registered investment advisor with approximately $4.7bn in wealth assets. Financial terms were not disclosed. "RGT is one of the leading RIA firms in the U.S. and we are excited and honored that they will be joining CI Financial. RGT, our largest U.S. acquisition by assets to date, is a growing firm with an exceptional team, strong leadership and well-developed expertise attuned to the needs of their clients," Kurt MacAlpine, CI Chief Executive Officer.

Show Details & Financials

Market Context

Sort

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US