Martin, Lucas & Seagram

Transaction overview

Reported completed

Beutel, Goodman & Company Ltd. acquired Martin, Lucas & Seagram, an investment counselling firm. The acquisition closed on August 1, 2024; MLS continued its operations under its existing president and team.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.