Announced
Financials
Tags
Private
Majority
Asset Managers and Custodians
United States
Friendly
registered investment advisor
Cross Border
Acquisition
Single Bidder
Pending
Synopsis
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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