Announced
Financials
Tags
United States
Majority
Single Bidder
investment advisor
Pending
Cross Border
Asset Managers and Custodians
Acquisition
Private
Friendly
financial advisory
Synopsis
CI Financial, an asset manager, agreed to acquire McCutchen Group, a financial advisor and asset manager. Financial terms were not disclosed. “CI is an ideal partner for us and our clients, given the strong alignment of culture and values and its commitment to a client-focused model. Working with CI will allow us to expand and enhance the services we offer our clients while preserving the advisory model that our clients value," Matt McCutchen, McCutchen Group Founder and CEO.
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