Announced
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.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.