CI Financial sells stake in Boston-based RIA Congress
Toronto-based firm said it would use proceeds from the sale to pay down debt
Source: advisor.ca
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RIA Roundup: CI Financial Sells Stake in Boston RIA to Pay Down Debt
More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.
Source: wealthmanagement.com
CI Financial cashes in big with sale of Boston RIA
CI Financial announced this week the sale of its minority ownership stake in Boston RIA Congress Wealth Management to Audax private equity.
Source: investmentnews.com
CI Financial Announces Sale of its Minority Stake in Congress Wealth Management
CI shareholders receive return of approximately three times initial investment ... | April 27, 2023
Source: marketscreener.com
CI Financial sells Congress Wealth stake to Audax Private Equity
The deal reflects the giant Canadian asset manager's altered approach to expanding in the U.S.
Source: financial-planning.com