Announced
Financials
Tags
Asset Managers and Custodians
Cross Border
Acquisition
United States
Majority
Pending
Private Equity
Private
investment advisor
asset and wealth management
Single Bidder
Friendly
Synopsis
CI Financial, a diversified global asset and wealth management company, agreed to acquire Brightworth, a registered investment advisor, from private equity firm Emigrant Partners. Financial terms were not disclosed. "They have built an exceptional firm based on a comprehensive, multi-generational approach to wealth planning combined with outstanding service. Additionally, they have developed expert teams offering highly tailored services to affluent client segments such as executives, business owners and dentists," Kurt MacAlpine, CI CEO.
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