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Rudy Mezzetta Toronto-based CI Financial is acquiring Brightworth, LLC, an Atlanta-based registered investment advisor (RIA) with approximately US$4.7 billion, the firm announced Monday. The deal gives CI Financial approximately US$55 billion in AUM in the U.S. and offices in 15 U.S. states once the transaction and other outstanding deals are completed. Brightworth provides advisory and financial planning services to high-net-worth individuals, families and institutional clients in Atlanta and Charlotte, NC. “[Brightworth has] built an exceptional firm based on a comprehensive, multi-generational approach to wealth planning combined with outstanding service,” said CI CEO Kurt MacAlpine in a release. “Additionally, [it has] developed expert teams offering highly tailored services to affluent client segments such as executives, business owners and dentists.” ....
Canada's CI Financial Buys 16th U.S. RIA, Brightworth wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
Rudy Mezzetta Toronto-based CI Financial is acquiring Brightworth, LLC, an Atlanta-based registered investment advisor (RIA) with approximately US$4.7 billion, the firm announced Monday. The deal gives CI Financial approximately US$55 billion in AUM in the U.S. and offices in 15 U.S. states once the transaction and other outstanding deals are completed. Brightworth provides advisory and financial planning services to high-net-worth individuals, families and institutional clients in Atlanta and Charlotte, NC. “[Brightworth has] built an exceptional firm based on a comprehensive, multi-generational approach to wealth planning combined with outstanding service,” said CI CEO Kurt MacAlpine in a release. “Additionally, [it has] developed expert teams offering highly tailored services to affluent client segments such as executives, business owners and dentists.” ....