CI Financial to acquire Marret Asset Management.

Synopsis

CI Financial, a wealth management firm, agreed to acquire Marret Asset Management, a specialist in fixed-income management. Financial terms were not disclosed.

Principals

target

Marret Asset Management

bidder

Ci Financial Corp

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Market Context

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Seller Team (3)

roberto katigbak

Chief Executive Officer at MARRET ASSET MANAGEMENT INC

Manager

target

Deal

n/a

Total Value

pejman esfandiari

Associate at Cassels Brock & Blackwell

Lawyer

target

Deals

£ 286 M

Total Value

omar soliman

Partner at Cassels Brock & Blackwell

Lawyer

target

Deals

£ 501 M

Total Value

Bidder Team (1)

kurt macalpine

CEO at CI FINANCIAL CORP

Manager

bidder

Deals

£ 8.19 B

Total Value

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