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Guardian Capital Group Limited to Acquire Sterling Capital Management LLC

PRIVATEFeb 02, 2024

Acquiring Company

Guardian Capital Group Limited

Acquired Company

Sterling Capital Management

TorontoCharlotteFinancial ServicesInvestment Management

Description

Guardian Capital Group Limited (Guardian) has announced the acquisition of Sterling Capital Management LLC (Sterling) from Truist Financial Corporation. The acquisition significantly enhances Guardian’s overall scale as a global asset manager and expands its platform for future growth. It reinforces Guardian's commitment to investment quality and innovation and adds new capabilities and investment strategies that enhance its offering in the United States.

Quick answer

Guardian Capital Group Limited is acquiring Sterling Capital Management, announced February 2, 2024. Guardian Capital Group Limited is based in Toronto, Ontario, Canada.

How much did Guardian Capital Group Limited pay for Sterling Capital Management?
The deal value was not disclosed.
What does Guardian Capital Group Limited do?
Guardian Capital Group Limited (Guardian) is a diversified, global financial services company operating in two main business segments: Investment Management and Wealth Management.
Where are Guardian Capital Group Limited and Sterling Capital Management based?
Guardian Capital Group Limited is based in Toronto, Ontario, Canada. Sterling Capital Management is based in Charlotte, North Carolina, United States.

Source: Fundz verified event record.

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Company Information

Company

Guardian Capital Group Limited

Location

Toronto, Ontario, Canada

About

Guardian Capital Group Limited (Guardian) is a diversified, global financial services company operating in two main business segments: Investment Management and Wealth Management. As at June 30, 2022, Guardian had C$46.9 billion of assets under management and C$27.6 billion of assets under administration, while managing a proprietary investment portfolio with a fair market value of C$651 million. Through its subsidiaries, Guardian provides extensive investment management solutions to institutional and private wealth clients, while offering comprehensive wealth management services to financial advisors in its national mutual fund dealer, securities dealer and insurance distribution network. Founded in 1962, Guardian’s reputation for steady growth, long-term relationships and its core values of trustworthiness, integrity and stability have been key to its success over six decades. Its Common and Class A shares are listed on the Toronto Stock Exchange as GCG and GCG.A, respectively. To learn more about Guardian, visit www.guardiancapital.com.

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Frequently asked

Who acquired Sterling Capital Management?

Sterling Capital Management was acquired by Guardian Capital Group Limited, based in Toronto. The deal was reported on February 2, 2024. Guardian Capital Group Limited (Guardian) is a diversified, global financial services company operating in two main business segments: Investment Management and Wealth Management. Guardian Capital Group Limited is privately held and operates in Financial Services.

When did Guardian Capital Group Limited acquire Sterling Capital Management?

Guardian Capital Group Limited's acquisition of Sterling Capital Management was reported on February 2, 2024. Guardian Capital Group Limited (Guardian) has announced the acquisition of Sterling Capital Management LLC (Sterling) from Truist Financial Corporation. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Sterling Capital Management do?

Sterling Capital Management LLC traces its origins as an independent investment manager to 1970. It is privately held, operating in Investment Management, and is based in Charlotte.

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