With Bain deal ticking, CI Financial has to 'do something' with sprawling $147-billion U.S. RIA business under dozens of brand names' so it kills all the brands, except Corient
The valuation proposition of the Miami, Fla. rollup rests on unity in form and function and will now rely on a brand invented during a Merrill Lynch team's Dynasty breakaway
Author Brooke Southall August 3, 2023 at 3:20 AM
0 Comments
Keith Girard contributed to the editing of this article.
Related Moves
With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO
CEO Rudy Adolf sees a 'softening' in multiples after a couple of frothy years when CI Financial dominated headlines and big RIA deals
August 13, 2022 at 12:39 AM
Mentioned in this article:
Gregory FCA Communications
Marketing & Public Relations, Blog/Social Networking Tool
Top Executive: Joe Anthony
