The firm’s alternative AUM is expected to reach US$200 billion when the transaction closes
iA obtained a majority stake in Forstrong in 2013
The transaction solidifies the firm’s presence in the Dallas, TX region
The Seattle-based RIA is CI's first office in the Pacific Northwest
Lifeco will sell its Colorado-based subsidiaries and commit capital to Sagard
The acquisition will more than double the size of Sun Life's U.S. employee benefits business by revenue
Deal making this year has already set a full-year record
Leaders at SMEs still prefer organic growth over M&A, the KPMG research finds
The acquisition is expected to close in the first half of next year
Deal activity was at record levels in the first half of 2021, a report says