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Corient just locked down its first big RIA deal of 2024 in Maine, perhaps critical to its CI Financial parent nailing down a suitcase of cash from Abu Dhabi

The $184-billion Miami rollup throttled down M&A in 2024 until scoring H.M. Payson & Co., with $7.9 billion in AUM, but its Nov. 25 take-private deal from Mubadala Capital presumes the rollup can roll up.

Author Brooke Southall December 21, 2024 at 1:10 AM
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The Maine economy has grown enough from clam digging to support an $8-billion RIA.
Keith Girard contributed to the editing of this article.

Corient Capital



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