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October 22, 2021

McCutchen Group

CI Financial and McCutchen Group announced an agreement under which CI will acquire Seattle-based McCutchen Group, an ultra-high-net-worth focused wealth management firm. Founded in 2007, McCutchen Group provides comprehensive financial advisory services ranging from investment management to tax, charitable and estate planning, as well as family office services. Since entering the U.S. registered investment advisor sector in January 2020, CI has become one of the country's fastest-growing national wealth management platforms. The Asset & Wealth Management Investment Banking Group of Raymond James & Associates acted as financial advisor to McCutchen Group and Perkins Coie served as legal advisor. CI's legal advisor was Hogan Lovells US. This transaction is expected to close later this year, subject to regulatory approval and other customary closing conditions. Financial terms were not disclosed.

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