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New Deal


Announced

CI Financial to acquire RegentAtlantic Capital.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Private

Majority

Asset Managers and Custodians

United States

Friendly

registered investment advisor

Cross Border

Acquisition

Single Bidder

Pending

Synopsis

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CI Financial, a financial services company, agreed to acquire RegentAtlantic Capital, a registered investment advisor. "RegentAtlantic’s success stems from a disciplined wealth management process focused on the distinct needs of high-net-worth clients, an approach that has created deep client loyalty and contributed to the firm’s strong growth. RegentAtlantic is a great strategic and cultural fit with the existing firms and leadership within CI Private Wealth and fully supports our vision of building the country’s leading wealth management firm," Kurt MacAlpine, CI CEO.

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