Mergers & Acquisitions

CI takes majority stake in Dallas-based RIA Fallback Image Decorative pattern

Industry

CI takes majority stake in Dallas-based RIA

CI is expected to hold U.S. wealth assets of approximately US$21 billion when recent acquisitions close

By Rudy Mezzetta |November 24, 2020

2 min read

Nicola Wealth acquires Blackwood Partners Fallback Image Decorative pattern

Industry

Nicola Wealth acquires Blackwood Partners

The deal allows Nicola to offer new real estate investments to HNW clients

By Staff |November 16, 2020

1 min read

CI to acquire New York–based RIA CI to acquire New York–based RIA

Industry

CI to acquire New York–based RIA

The Roosevelt Investment Group, Inc. has US$2.7 billion in assets

By Staff |November 11, 2020

1 min read

CI acquires Florida-based RIA Fallback Image Decorative pattern

Industry

CI acquires Florida-based RIA

Company also announced plans to list common shares on NYSE

By Staff |November 5, 2020

2 min read