About PI Financial
PI Financial is a Financial Services company based in Vancouver (Canada) founded in 1982, and was acquired by H.I.G. Capital in July 2020. MA advisory services are provided across multiple sectors. PI Financial has completed 1 acquisition, including Global Securities Corporation. Its chief executive, as recorded, is Max Meier. Its focus areas include Asset Management, Diversified, Investment Industry and Investment Banks. Its legal entity is Ventum Financial Corp.
Company details
Founded in 1982 in Vancouver, Canada, PI Financial operates as a mergers and acquisitions advisory firm. Services are extended to clients in various industries, including support for transactions and strategic deals. The firm is headquartered in Vancouver and led by Chair and CEO Max Meier, with Managing Directors such as Tim Graham and Cal Everett contributing to operations. Focus remains on advisory roles without direct investment activities.
- Headquarters Vancouver, Canada
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website pifinancialcorp.com
- Social LinkedIn X Facebook YouTube
- Acquired by H.I.G. Capital (Jul 2020)
- Legal Name Ventum Financial Corp
- InvestorsRCM Capital Management
& 2 more
- Investments & Acquisitions
- Acquired by
Apps and channels of PI Financial
its YouTube channel Ventum Financial has 18 subscribers and 2 videos.
Videos from PI Financial
The most watched videos on PI Financial's YouTube channel, Ventum Financial (18 subscribers). Click a video to play it here.
More on Ventum Financial.
Investors in PI Financial
PI Financial has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include RCM Capital Management and H.I.G. Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity capital is invested in small and mid-sized businesses. | higcapital.com | Miami, United States | ||
Financial advisory and wealth management services are provided by RCM. | rcmcap.com | Trussville, United States |
Investor details for PI Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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People of PI Financial
125 people are tracked at PI Financial (7 in leadership, 2 in board & advisors, 116 in team).
| Name | Role | Group |
|---|---|---|
Max Meier | Chair & Chief Executive Officer | Leadership |
Tim Graham | Managing Director | Leadership |
Cal Everett | Managing Director | Leadership |
John Eymann | Vice Chairman | Leadership |
Bert Quattrociocchi | Managing Director & Senior Vice President | Leadership |
Duncan Boggs | Senior Vice President | Leadership |
Andrew Murray | CFO | Leadership |
David Taylor | Director | Board & advisors |
Christopher Morris | Director | Board & advisors |
Alnoor Versi | Advisor | Team |
Bill Dong | Advisor | Team |
Bill Whitehead | Advisor | Team |
Colman Wong | Advisor | Team |
Daniel C. Moores | Advisor | Team |
Gavin Van Buuren | Advisor | Team |
Gint Austrins | Advisor | Team |
Murray Hodgins | Advisor | Team |
Preet Nagra | Advisor | Team |
Brian Ball | Advisor | Team |
James O'Brien | Advisor | Team |
105 more people are available in the full profile.
Complete people profiles for PI Financial
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- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by PI Financial
PI Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Global Securities Corporation.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial services are provided by Global Securities Corporation. | globalsec.com | Vancouver, Canada | 1982 | Mar 2016 | •••• |
Complete acquisition details for PI Financial
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- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of PI Financial
3 dated milestones of PI Financial across 38 years, from founding to its latest funding, stage changes and deals.
- Founded PI Financial is founded.
- Acquisition Acquires Global Securities Corporation.
- Exit Acquired by H.I.G. Capital.
Web traffic of PI Financial
Websites that share an audience with PI Financial (pifinancialcorp.com).
Websites whose visitors overlap most with PI Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| haywood.com | 100% | #531,126 | View details | ||
| union-securities.com | 91% | View details | |||
| tdsecurities.com | 83% | 107.4K | #348,579 | View details | |
raymondjames.ca | raymondjames.ca | 76% | – | ||
| twoharborsinvestment.com | 75% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 12 similar websites and full traffic analytics for PI Financial
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- 12 similar websites
- Audience overlap
- Engagement analytics
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Related news about Pi Financial
Complete news archive for PI Financial
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Frequently Asked Questions about PI Financial
PI Financial was founded in 1982.
PI Financial is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.
Max Meier is the CEO of PI Financial, as recorded in our data.
Founded in 1982 in Vancouver, Canada, PI Financial operates as a mergers and acquisitions advisory firm. Services are extended to clients in various industries, including support for transactions and strategic deals. The firm is headquartered in Vancouver and led by Chair and CEO Max Meier, with Managing Directors such as Tim Graham and Cal Everett contributing to operations. Focus remains on advisory roles without direct investment activities.
PI Financial has made 1 acquisition, including Global Securities Corporation.
PI Financial has 2 investors. Key investors include RCM Capital Management, and H.I.G. Capital.
PI Financial operates through Ventum Financial Corp.
Yes. PI Financial was acquired by H.I.G. Capital in July 2020.