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Transactions

CI Financial Kickstarts 2021 with Acquisition of Chicago-based Segall Bryant & Hamill, a Leading High-Net-Worth RIA and Institutional Asset Manager with US$23 Billion in Assets

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.

Press Releases

CI Financial Kickstarts 2021 with Acquisition of Chicago-based Segall Bryant & Hamillʉۼ