Columbia Pacific Wealth Management

Seattle, Washingtonwww.columbiapacificwm.com1expert edge

Independent wealth management firm founded 2011 serving high-net-worth individuals with comprehensive financial planning and portfolio management on West Coast. Acquired by CI Financial in December 2021 with $6.4B AUM.

Why interesting to a deal team

Bomy Hagopian advisory on CI Financial acquisition demonstrates deep expertise in RIA M&A valuations and consolidation strategy execution.

Experts connected to this company

Bomy HagopianAdvised on its 2021 sale to CI Financial

Bomy Hagopian

Partner & Head of Wealth Management Advisory

Berkshire Global Advisors

BankerSan Francisco

Hagopian leads Berkshire Global Advisors' wealth management M&A practice and has personally advised on more than 20 RIA and OCIO deals since 2021.

Sources

Page titleOther
ir.cifinancial.com/news/news-details/2021/CI-Financial-to-acquire-Columbia-Pacific-Wealth-Management-and-make-strategic-investment-in-Columbia-Pacific-Advisors/default.aspx
Page titlePressArchived 2021-12-15
businesswire.com/news/home/20211213006097/en/CI-Financial-to-acquire-Columbia-Pacific-Wealth-Management-and-make-strategic-investment-in-Columbia-Pacific-Advisors
No name matchPrimary
columbiapacificwm.com

Strongest evidencePage title3 public sourcesHow the grades work