Close the acquisition of Segall Bryant & Hamill
Delivered by the deadline
AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.
- Announced
- 26 Jan 2021
- Due
- 30 Jun 2021
- Delivered
- Q2 2021
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“This transaction is expected to close in the second quarter of 2021, subject to regulatory, stock exchange and other customary closing conditions.”
What we found
Evidence strength A What the grades mean
CI Financial confirmed in an August 2021 filing that it completed the acquisition of Segall Bryant & Hamill during the three-month period ended June 30, 2021.
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A CI Financial Corp. 6-K filed 2021-08-10
“During the three-month period ended June 30, 2021, CI completed the acquisition of controlling interests in the following registered investment advisory firms, which are included in the wealth management segment: •Segall Bryant & Hamill, LLC” ✓ confirmed on the page
Checked 25 Oct 2026.
Commitment DNA
The structured record of this commitment. Fields the company did not state are left blank rather than guessed.
- Event type
- Acquisition close
- Indicative materiality
- High rules
- Action
- Close
- Deliverable
- acquisition of Segall Bryant & Hamill
- Where
- United States
- Language
- Expected (“expects”, “plans”)
- In the company’s control
- Medium
- Specificity
- High
- Conditional
- Yes: subject to regulatory, stock exchange and other customary closing conditions
- Depends on
- Regulatory
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.
Confirmed. This outcome counts towards the company's Kept Score. How verification works
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