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Harbourfront Wealth Management completes C$426 million sale to Audax Private Equity

Fasken
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Overview

Client

Harbourfront Wealth Holdings Inc.

Harbourfront group of companies, including the independent wealth and financial planning advisory firm Harbourfront Wealth Management Inc., completed the C$426 million sale to Audax Private Equity.

Fasken advised Harbourfront with a team led by Jon Conlin (M&A), and included Gary Ott (M&A), Michael Coburn (Tax), Garth J. Foster (Securities/Registration), Nicole Park, Maurice Wong, Steven Y. Lumbala, Karen Yao, and Fatima Husnain (Corporate/Commercial).

Harbourfront Wealth Management's sale to Audax Private Equity was named “Mid-Market Deal of the Year” at the 2023 Canadian Law Awards

Jurisdiction

  • British Columbia

Team

  • Jon Conlin, Partner | National Co-Leader, Emerging Technology & Venture Capital, Vancouver, BC, +1 604 631 3237, [email protected]
  • Gary Ott, Partner | Mergers & Acquisitions, Vancouver, BC, +1 604 631 4724, [email protected]
  • Michael Coburn, Partner | Tax Law, Vancouver, BC, +1 604 631 4832, [email protected]
  • Garth J. Foster, Partner | Mergers & Acquisitions, Toronto, ON, +1 416 868 3422, [email protected]
  • Nicole Park, Partner | Corporate/Commercial, Toronto, ON, +1 416 943 8902, [email protected]
  • Maurice Wong, Associate | Corporate/Commercial, Vancouver, BC, +1 604 631 4706, [email protected]
  • Fatima Husnain, Associate | Mergers & Acquisitions, Toronto, ON, +1 416 865 5149, [email protected]
Jon Conlin, Partner | National Co-Leader, Emerging Technology & Venture Capital Jon Conlin Partner | National Co-Leader, Emerging Technology & Venture Capital Vancouver, BC +1 604 631 3237
Gary Ott, Partner | Mergers & Acquisitions Gary Ott Partner | Mergers & Acquisitions Vancouver, BC +1 604 631 4724
Garth Foster Toronto Lawyer Garth J. Foster Partner | Mergers & Acquisitions Toronto, ON +1 416 868 3422
Nicole Park Toronto Associate Nicole Park Partner | Corporate/Commercial Toronto, ON +1 416 943 8902
Maurice Wong, Associate | Corporate/Commercial Maurice Wong Associate | Corporate/Commercial Vancouver, BC +1 604 631 4706
Fatima Husnain, Associate | Mergers & Acquisitions Fatima Husnain Associate | Mergers & Acquisitions Toronto, ON +1 416 865 5149