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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 | Corporate/Commercial, Vancouver, BC, +1 604 631 3237, jconlin@fasken.com
  • Gary Ott, Partner | Mergers & Acquisitions, Vancouver, BC, +1 604 631 4724, gott@fasken.com
  • Michael Coburn, Partner | Tax Law, Vancouver, BC, +1 604 631 4832, mcoburn@fasken.com
  • Garth J. Foster, Partner | Mergers & Acquisitions, Toronto, ON, +1 416 868 3422, gfoster@fasken.com
  • Nicole Park, Partner | Corporate/Commercial, Toronto, ON, +1 416 943 8902, npark@fasken.com
  • Maurice Wong, Associate | Corporate/Commercial, Vancouver, BC, +1 604 631 4706, mwong@fasken.com
  • Fatima Husnain, Associate | Corporate/Commercial, Toronto, ON, +1 416 865 5149, fhusnain@fasken.com