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Ci Financial To Acquire Ultra-High-Net-Worth Wealth Manager Coriel Capital

Aug 10, 2023•about 2 years ago

Acquiring Company

CI Financial

Acquired Company

Ultra-High-Net-Worth Wealth Manager Coriel Capital

TorontoFinancial Services

Description

CI Financial Corp. (“CI”) (TSX: CIX) and Coriel Capital Inc. (“Coriel”) today announced an agreement under which CI will acquire Coriel, a Montreal-based wealth management firm.

Company Information

Company

CI Financial

Location

Toronto, Ontario, Canada

About

CI Financial Corp. is one of North America's leading diversified asset and wealth management companies. The firm offers comprehensive wealth management services and has a significant presence in the asset management sector. CI continues to operate independently while benefiting from a partnership with Mubadala Capital. Its headquarters remain in Toronto.

Company News

(10 articles)
Fri, 10 Jan 2025 08:00:00 GMT

CI Financial Announces Filing and Mailing of Circular for Special Meeting to Approve Plan of Arrangement with Mubadala Capital - Business Wire

Thu, 06 Mar 2025 08:00:00 GMT

CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software - Business Wire

Fri, 03 Sep 2021 07:00:00 GMT

CI Financial Completes Acquisition Of Pennsylvania RIA Radnor Financial Advisors - lifehealth.com

Wed, 12 Oct 2022 07:00:00 GMT

How CI GAM grew its ETF footprint - Wealth Professional

Wed, 11 Nov 2020 08:00:00 GMT

CI Financial Acquires NY RIA Roosevelt Investments - lifehealth.com

Tue, 06 Aug 2019 07:00:00 GMT

Kurt MacAlpine appointed Chief Executive Officer of CI Financial - PR Newswire Canada

Wed, 12 Feb 2025 08:00:00 GMT

CI Financial Obtains Shareholder Approval for Plan of Arrangement with Mubadala Capital - Business Wire

Tue, 03 Dec 2024 08:00:00 GMT

CI Financial Named a Top Employer for 2025 - Business Wire

Thu, 03 Jul 2025 07:00:00 GMT

CI Global Asset Management Announces Changes to Four Investment Funds - Business Wire

Wed, 18 Nov 2020 08:00:00 GMT

CI Financial Begins Trading on New York Stock Exchange, Completes Acquisition of Bowling Portfolio Management - Business Wire

FundzWatch™ Score

78
High M&A Activity

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed