M&A Deals
US in the news: CI Financial buys California wealth firm
A round-up of people moves and M&A deals across North America
Management buyout at Europe-based expat advice firm
Deal ‘provides the momentum for executing new growth strategies’
£300m offer rejected for UK investment manager
Approach was reportedly made in December 2021
DFM consolidator Titan Wealth buys Cardale Asset Management
Company acquired Tavistock’s £1bn multi-asset arm in June 2021
UK financial planning group makes 50th acquisition
It will target ‘some select new geographies’ with future deals