McCutchen Group Agrees to Partner with CI Financial

We are honored to have served as the exclusive financial advisor to McCutchen Group (“McCutchen”) on its agreement to partner with CI Financial Corp. (“CI Financial”). Since 2007, McCutchen has offered independent, fee-only investment management, financial advisory and multi-family office services to private clients. Located in Seattle, Washington, McCutchen manages over $3.4 billion in assets as of August 31, 2021.

The deal team was led by Liz Nesvold, Managing Director and Head of Asset & Wealth Management Investment Banking, and Ruotao Wang, Vice President, with support from other colleagues from Asset & Wealth Management Investment Banking, including Geoff Newman, Associate, and Abraaz Khan, Analyst. Special thanks to McCutchen’s collaborative counsel – Perkins Coie – and Hogan Lovells as legal counsel to CI Financial.

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