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The mergers, acquisitions and advisor moves you may have missed the week of May 3, 2021. This week started with Canadian serial acquirer CI Financial’s agreement to sub-acquire a $2.4 billion firm. CI Financial’s affiliate Congress Wealth Management will purchase Pinnacle Advisory Group and will boost its assets under management to $5.8 billion. Next, Creative Planning returned to the M&A scene to announce its acquisition of a Virginia registered investment advisory firm with $5 billion in AUM. The 30-year-old Sullivan, Bruyette, Speros & Blayney, will join Peter Mallouk’s national financial planning firm in the Washington, D.C. area. Finally, despite a public proxy fight from a disappointed shareholder, Boston Private was able to get majority shareholder approval to merge with Silicon Valley Bank’s parent, SVB Financial. 

New jerseyUnited statesCastle rockAmerica merrill lynchKelly elsensohnVladislav zherenovskyAshton thomasSperos blayneyGerard longoWaddell reedPeter malloukDavid baysingerMichael cuttitaBrian fennSilicon valley bankMacquarie group completes waddell reed financial acquisition