IMA Financial Group Acquires Syntrinsic
July 1, 2023
IMA Financial Group announced a strategic partnership under which Denver-based Syntrinsic will become "Syntrinsic, an IMA Company," effective July 1, 2023. Syntrinsic will retain its local identity and leadership, relocate to IMA's Denver headquarters, and continue providing investment advisory and impact investing services to foundations, endowments and nonprofits (approximately $2.4B AUA).
- Buyers
- IMA Financial Group
- Targets
- Syntrinsic
- Industry
- Financial Services
- Location
- Colorado, United States
- Transaction Type
- Buyout
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