Close the acquisition of Barrett Asset Management, LLC
Delivered by the deadline
AI-assessed · human review in progress Found and assessed by AI from the cited sources. Shown with its evidence; it is not counted in any Kept Score until confirmed.
- Announced
- 11 Mar 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, and other customary closing conditions.”
What we found
Evidence strength A What the grades mean
A later 6-K states CI completed the acquisition of controlling interests in Barrett Asset Management, LLC during the three-month period ended June 30, 2021, before the deadline, though no exact closing day is given.
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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:” ✓ confirmed on the page
Checked 27 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 Barrett Asset Management, LLC
- Where
- New York
- Language
- Expected (“expects”, “plans”)
- In the company’s control
- Medium
- Specificity
- High
- Conditional
- Yes: subject to regulatory 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, Claude (Anthropic), read the company's later filings and recorded the outcome with a quoted passage.
Not yet confirmed. Shown on the record, but it will not count in any score until it is confirmed. How verification works
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Report an error in this entry Reference: KI-C-2021-C829948-025620 · Corrections policy