Manulife Investment Management Acquires CQS

Manulife Financial to Acquire 75% of Comvest Credit Partners

August 9, 2025

Financial Services

Manulife Financial Corporation, via its Global Wealth and Asset Management segment, has signed an agreement to acquire 75% of Comvest Credit Partners for $937.5 million upfront. The deal will combine Manulife’s $3.7 billion Senior Credit team with Comvest, creating a co-branded private credit platform expected to close in Q4 2025.

CW Advisors Acquires Capital Management Services and CHB Investment Group

September 3, 2025

Financial Services

CW Advisors, an SEC‑registered investment advisor and subsidiary of Osaic, has acquired two Pennsylvania RIAs — Capital Management Services (CMS) and CHB Investment Group — adding $575 million in assets under management. The deals expand CW Advisors’ presence in Pennsylvania and increase its AUM to approximately $14.5 billion; terms were not disclosed.

NSM Insurance Group Acquires Acquis Insurance Management

March 29, 2023

Insurance

NSM Insurance Group has agreed to acquire Acquis Insurance Management, a UK-based specialist provider of insurance programs to the asset finance market. The deal (subject to customary regulatory approvals) will expand NSM's footprint in Europe and the U.S. and provide Acquis with additional capacity and resources to accelerate growth after its 2019 MBO backed by Dunedin LLP.

MAI Capital Management Acquires Queens Oak Advisors

December 10, 2021

Financial Services

MAI Capital Management has acquired Queens Oak Advisors, expanding MAI's presence in the Greater Charlotte, North Carolina region and adding roughly $558 million in assets under management. The acquisition brings Queens Oak’s financial planning, estate planning and asset management capabilities into MAI’s platform and moves key advisors (including Leila Evans and Deems May) into MAI leadership roles in Charlotte.

BMO to Acquire Burgundy Asset Management

June 19, 2025

Wealth Management

BMO and Burgundy Asset Management Ltd. signed a definitive agreement for BMO to acquire Burgundy for approximately $625 million. The transaction is expected to close by the end of calendar 2025, subject to customary regulatory approvals and other closing conditions.

Mubadala Capital to Take CI Financial Private (Take-Private Transaction Closed August 12, 2025)

August 13, 2025

Financial Services

Mubadala Capital, through an affiliate, acquired all outstanding shares of CI Financial Corp. in a premium, all-cash take-private transaction valued at an implied enterprise value of about C$12.1 billion. The transaction closed effective August 12, 2025 via a statutory plan of arrangement under the Business Corporations Act (Ontario).