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CI Financial to acquire $6 billion RegentAtlantic
The acquisition of the New York-based RIA marks the third largest transaction for the Canadian buyer, which has grown to more than $100 billion in U.S. RIA assets in two years.
CI Financial posts record profits as it moves beyond just buying RIAs
After acquiring 25 U.S. RIAs over the past 24 months, the Toronto-based aggregator is taking a minority stake in GLASfunds, a $1 billion alternative investments platform.
CI Financial notches 25th deal in 24 months
The Toronto-based mega buyer adds $7.5 billion Gofen and Glossberg, growing its U.S. RIA assets to $95 billion.
CI Financial adds $4.1 billion with acquisition of R.H. Bluestein
The Canadian aggregator makes it first move into Michigan and shows no signs of slowing the rapid pace of its dealmaking.
CI Financial adds Seattle office with $3.4 billion in assets
The purchase of the Seattle-based McCutchen Group will push the Canadian aggregator of registered investment advisers to more than $85 billion in US wealth management assets.
Ultra-rich boom fuels M&A frenzy for advisory firms
The deals are being driven by the growing legions of rich individuals who need financial advice and the growing shortfall in the ranks of financial advisers.
CI Financial sets up US headquarters in Miami
The Toronto-based RIA aggregator is making a bigger commitment to the U.S. wealth management market.
CI Financial acquires $5.2 billion Portola Partners
The Canadian firm continues to gobble up U.S. wealth managers; its latest deal expands its presence in the San Francisco Bay area.
CI Financial acquires $3.4 billion Ohio-based RIA
The addition of Budros Ruhlin & Roe will give the Toronto-based aggregator a total of $74 billion in U.S. wealth management assets.
Focus Financial continues expansion into Canada
Acquisition of Toronto-based Gavin Hockey Wealth Specialists gives Focus Financial another foothold in a market moving toward independence.
CI Financial buys 19th U.S. RIA in 18 months
The Toronto-based aggregator's acquisition of $2.6 billion Radnor Financial Advisors keeps CI on pace for a deal a month in 2021.
CI Financial buys $5.1 billion Dowling & Yahnke
The deal marks the 18th RIA transaction in the U.S. for the Toronto-based aggregator. The transaction is expected to increase CI’s total U.S. assets to $63 billion, and to $230 billion, globally.
CI Financial buys $4.7 billion Brightworth for third deal of 2021
Less than a week after notching its 15th deal in as many months, Toronto-based CI Financial announced the acquisition of an Atlanta-based RIA with $4.7 billion in client assets.
CI Financial notches 15th RIA acquisition in as many months
The Toronto mega-buyer continues to gobble up U.S. wealth managers at a record clip. Once the deal closes, CI is expected to have approximately $50 billion in U.S. assets and total assets of $212 billion.
CI Financial buys $23 billion RIA Segall Bryant & Hamill
The Toronto-based wealth management conglomerate has made 14 U.S. deals in less than a year. The acquisition will be CI’s largest purchase so far, and once completed it will double its total U.S.-based assets to $46.1 billion.
Ameriprise, CI eyeing Wells Fargo asset management unit
Offers are due later this month for the division, which reportedly could fetch more than $3 billion
CI Financial dominates RIA buyers with its 13th deal of 2020
Firm is taking a majority stake in Dallas-based RGT Wealth Advisors, which manages $4.7 billion
Toronto RIA consolidator CI Financial lists on NYSE
With 11 deals since February, the Canadian financial firm is dominating the U.S. RIA market
Canada’s CI Financial plans to dominate US wealth management
Eleven RIA deals since February are just the start of a cross-border strategy for the Toronto-based firm
CI Financial to acquire $450 million Bowling Portfolio Management
The Canadian company’s acquisition of the Cincinnati-based adviser is its ninth RIA transaction this year
