CI Global to acquire Forge First Asset Management in alternatives push

Published 09/09/2025, 12:18
CI Global to acquire Forge First Asset Management in alternatives push

TORONTO - CI Global Asset Management (CI GAM), a division of CI Financial Corp. (CIX) trading at $23.14, announced Tuesday it has agreed to acquire Toronto-based Forge First Asset Management Inc., an alternative asset manager with approximately $1 billion in assets under management. According to InvestingPro analysis, CI Financial currently shows strong financial health with a current ratio of 7.49x, indicating robust liquidity position.

The acquisition will expand CI GAM’s capabilities in the growing alternatives segment. Forge First specializes in North American securities using a long-short approach focused on balancing asset protection with capital enhancement. InvestingPro data reveals CI Financial maintains an impressive dividend yield of 9.51% and has maintained dividend payments for 27 consecutive years, demonstrating long-term financial stability.

"The Forge First team has proven itself in the alternatives space with an impressive track record of results and a strong focus on risk management," said Marc-André Lewis, President and Chief Investment Officer of CI GAM, in a press release statement.

Forge First is led by co-founders Andrew McCreath, Chief Executive Officer, and Fatima Hirani, Chief Operating Officer and Chief Financial Officer, with Keenan Murray serving as Chief Investment Officer. Following the acquisition, Forge First will continue to operate as a separate business under its current name.

"CI GAM’s scale and extensive capabilities in distribution and marketing can boost our exposure to advisors across Canada, as well as to family offices and institutional investors," said McCreath.

Forge First currently manages four investment funds – two liquid alternatives mutual funds and two limited partnerships – distributed through investment dealers, including all major Canadian bank-owned dealers.

The transaction is expected to close in the fourth quarter of 2025, subject to customary closing conditions including regulatory approvals. Financial terms were not disclosed.

CI GAM is a subsidiary of CI Financial Corp., which has approximately $550.9 billion in assets as of June 30, 2025. The company currently trades near its InvestingPro Fair Value, with additional analysis showing strong cash flow metrics and profitable operations over the last twelve months. InvestingPro subscribers have access to over 30 additional financial metrics and insights about CI Financial’s performance and outlook.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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