Press Release March 7, 2022

Corient Capital Partners to Be Acquired by CI Financial

Alston & Bird client Corient Capital Partners LLC, a California-based wealth management firm, has entered into a definitive agreement to be acquired by CI Financial Corp., an independent company offering global asset management and wealth management advisory services.

Founded in 2015, Corient is a comprehensive wealth management service that oversees the assets of ultra-high-net-worth individuals and families across the United States. The company has 24 employees who work primarily with entrepreneurs, executives, athletes, families, and charitable foundations.

The acquisition of Corient will deepen CI Private Wealth’s presence and expertise in this segment and set the stage for solid growth in the Los Angeles region, one of the country’s largest economies.

Advising Corient Capital Partners is an Alston & Bird team consisting of partners Chris Frieden, Ian Calhoun, David Baum, (Financial Services & Products), Brian Harvel (Federal & International Tax), Maki DePalo (Privacy, Cyber & Data Strategy), Brett Coburn (Labor & Employment), and Blake MacKay (Employee Benefits & Executive Compensation); senior associate John Gerl (Financial Services & Products); and associates John Hobgood, Lizzie Dunn, and Jack Stephens (Financial Services & Products).

Media Contact
Alex Wolfe
Communications Director

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