Question 1

What does CI Financial do?

Accepted Answer

CI Financial provides global wealth and asset management advisory services.

Question 2

In what sectors does CI Financial operate?

Accepted Answer

CI Financial operates in Asset Management, Finance, Financial Services, Wealth Management.

Question 3

How many companies has CI Financial acquired?

Accepted Answer

CI Financial has made 19 acquisitions between 2015-2022, with a total disclosed deal value of $9.6B.

Question 4

How many acquisitions does CI Financial make in a year?

Accepted Answer

Over the last 5 years, CI Financial has made about 3.2 acquisitions per year.

Question 5

What companies are owned by CI Financial?

Accepted Answer

Companies acquired by CI Financial include Corient Capital Partners, Columbia Pacific Wealth Management, RH Bluestein, McCutchen Group, Portola Partners, Budros, Ruhlin & Roe, Dowling & Yahnke, Barrett Asset Management, and 11 more.

Question 6

What are CI Financial's major acquisitions?

Accepted Answer

CI Financial's largest acquisitions include Dowling & Yahnke ($5.1B, 2021), McCutchen Group ($3.4B, 2021), Doyle Wealth Management ($1.1B, 2020), WealthBar ($17.7M, 2018).

Question 7

What is CI Financial's largest acquisition?

Accepted Answer

CI Financial's largest disclosed acquisition is Dowling & Yahnke for $5.1B (2021).

Question 8

What was CI Financial's first acquisition?

Accepted Answer

CI Financial's first recorded acquisition was First Asset in 2015.

Question 9

What was CI Financial's most recent acquisition?

Accepted Answer

CI Financial's most recent acquisition is Corient Capital Partners, announced February 2022.

Question 10

What is the average deal size for CI Financial acquisitions?

Accepted Answer

The average disclosed deal size for CI Financial acquisitions is $2.4B.

Question 11

What is the median deal size for CI Financial acquisitions?

Accepted Answer

The median disclosed deal size for CI Financial acquisitions is $2.3B. The median is often lower than the average because a few very large deals pull the average up.

Question 12

How much has CI Financial spent on acquisitions?

Accepted Answer

CI Financial has spent at least $9.6B across its disclosed acquisitions (of 19 total deals; some prices are undisclosed).

Question 13

Which sector has CI Financial spent the most on?

Accepted Answer

CI Financial has committed the most disclosed capital to Finance companies — about $3.4B across its deals in that sector.

Question 14

What sectors does CI Financial usually acquire in?

Accepted Answer

CI Financial most frequently acquires companies in Financial Services, Finance, Wealth Management.

Question 15

In which sector has CI Financial made the most acquisitions?

Accepted Answer

CI Financial has made the most acquisitions in the Financial Services sector.

Question 16

In which year did CI Financial make the most acquisitions?

Accepted Answer

CI Financial made the most acquisitions in 2021, with 8 deals.

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