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CRP in the News
May 2008

 


Rogerscasey To Acquire Canadian Investment Consulting Firm

Business Wire

14 May 2008

Rogerscasey, a globally diversified consulting and financial services firm based in Darien, Connecticut, has agreed in principle to acquire a Canadian investment consulting firm, Perimeter Capital Management Inc. (PCMI). PCMI, based in Toronto, Canada, provides investment manager research and portfolio construction services, using proprietary technology, to financial institutions and institutional investors throughout Canada.

"Perimeter Capital has a terrific investment research capability that complements Rogerscasey's deep manager research platform, experienced investment people, and a fine reputation throughout Canada. We are delighted to establish a permanent footprint in Canada," noted Tim Barron, Rogerscasey's President and CEO.

"We could not be happier. Rogerscasey has long been considered a preeminent investment consulting and technology firm in the United States. Personally, I have a long history with the firm and am proud and very excited to be reconnecting with some of the finest people in our industry," mentioned Bob Mitchell, President of Perimeter Capital. "Most important," Bob says, "PCMI's clients will benefit substantially from the addition of Rogerscasey resources." Bob, along with partners Bill Hutchison and Heather Cooke and their analyst team, are looking forward to becoming Rogerscasey Canada early this summer.

About Rogerscasey

Innovators in investment research since 1968, Rogerscasey is among the nation's leading providers of comprehensive investment solutions for a broad spectrum of pension and retirement plans, endowments, foundations, and high-net worth individuals across the world. Rogerscasey has over 100 employees operating in five offices across the United States and one in Dublin, Ireland, including 23 senior investment consultants and 30 research professionals. www.rogerscasey.com

About Perimeter Capital Management Inc.

Perimeter Capital Management Inc. is registered across Canada as an Investment Counseling/Portfolio Manager. Led by an experienced team of investment professionals equipped with proprietary analytical tools, PCMI partners with their clients to design and manage superior investment programs. www.pfin.ca

 

CONTACT: Rogerscasey T. Patrick Mulvey, 203-656-6731 Managing Director, Head of Global Sales & Marketing pat.mulvey@rogerscasey.com

 

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