Mergers & Acquisitions

Industry

CIBC completes Geneva Advisors acquisition

The acquisition was announced on July 10

By Staff |September 1, 2017

1 min read

Industry

Industrial Alliance’s HollisWealth buy complete, boosting AUA to nearly $80B

Industrial Alliance has completed the acquisition of HollisWealth from Scotiabank, effective August 4, 2017

By Staff |August 8, 2017

1 min read

Industry

WisdomTree Canada reaches ETF deal with Questrade

WisdomTree and Questrade to work together on ETF sales and client education.

By Staff |July 27, 2017

1 min read

Industry

Invesco Canada fund merger proposal approved

Invesco Canada has received Canadian unitholder approval for the merger of Invesco Emerging Markets Debt Fund, or the terminating fund, into Invesco Global Bond Fund.

By Staff |July 25, 2017

1 min read

CIBC to acquire U.S. wealth management firm

CIBC has entered into a definitive agreement to acquire Geneva Advisors for up to US$200 million. Geneva Advisors is an independent private wealth management firm headquartered in Chicago. On closing, the firm becomes part of CIBC Atlantic Trust Private Wealth Management. Focused on high-net-worth clients, Geneva Advisors has US$8.4 billion in assets under management and […]

By Staff |July 10, 2017

1 min read

Ewing Morris & Co. acquires Broadview Capital Management

Ewing Morris & Co. Investment Partners Ltd. has reached an agreement to acquire Broadview Capital Management Inc., the manager of Broadview Dark Horse LP. Broadview was founded in 2008 by Anthony Hammill and Lee Matheson; Dark Horse was launched in April 2009. Following the acquisition, Hammill and Matheson will continue as portfolio managers of Dark […]

By Staff |May 3, 2017

1 min read

Mergers & Acquisitions

CIBC completes Geneva Advisors acquisition

Industrial Alliance’s HollisWealth buy complete, boosting AUA to nearly $80B

WisdomTree Canada reaches ETF deal with Questrade

Invesco Canada fund merger proposal approved

Morningstar snaps up 40% stake in Sustainalytics

CIBC to acquire U.S. wealth management firm

CIBC completes PrivateBancorp acquisition. What’s next?

Ewing Morris & Co. acquires Broadview Capital Management

2017 on track for record M&A

Sprott’s mutual fund arm: We are profitable