1 publicly disclosed transaction where Beutel Goodman played an advisory, financing or investing role, most recent first.
Aug 2, 2024
Martin, Lucas & Seagram
Acquirer · Investment counselling / private wealth
Buyer Beutel, Goodman & Company Ltd.
Acquired a Toronto investment counsel firm founded in 1952 with close to C$1 billion in AUM, serving high-net-worth families and endowment and charitable fund trustees; MLS continues to operate under its president, David Edmison. Price not disclosed.
