Transactions
Theme
Advised Chicago-based Segall Bryant & Hamill on its sale to CI Financial. With $23.1 billion in assets, SBH serves a broad array of wealth management, intermediary and institutional clients from offices in Chicago, Denver, Philadelphia, St. Louis and Naples, Florida. The transaction will allow SBH to retain its client-centric approach while enhancing the client experience through synergies resulting from leveraging the combined organizations and CI’s capital resources.