M&A Deal Summary

Harbourfront Wealth Management Acquires Rothenberg Wealth Management

On October 18, 2024, Harbourfront Wealth Management acquired financial services company Rothenberg Wealth Management

Acquisition Highlights
  • This is Harbourfront Wealth Management’s 1st transaction in the Financial Services sector.
  • This is Harbourfront Wealth Management’s 1st transaction in Canada.
  • This is Harbourfront Wealth Management’s 1st transaction in Quebec.

M&A Deal Summary
Date 2024-10-18
Target Rothenberg Wealth Management
Sector Financial Services
Buyer(s) Harbourfront Wealth Management
Deal Type Add-on Acquisition

Target

Rothenberg Wealth Management

Montreal, Quebec, Canada
Rothenberg Wealth Management is an independent Canadian employee-owned and client-focused investment firm, known for delivering holistic wealth planning and investment management serving thousands of Canadians from coast to coast, with offices in Montreal and Calgary. Rothenberg Wealth Management was founded in 1986 and is based in Montreal, Quebec.

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Buyer(S) 1

Buyer

Harbourfront Wealth Management

Vancouver, British Columbia, Canada
Category Company
Founded 2013
Sector Financial Services
DESCRIPTION

Harbourfront Wealth Management includes a registered Securities Dealer/Investment Advisory firm servicing established advisors and their high net worth clients, an Investment Fund Manager that specializes in managing sub-advised alternative investment funds and a US SEC Registered Investment Advisory firm. Harbourfront Wealth Management was formed in 2013 and is based in Vancouver, British Columbia.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Quebec) 1 of 1
Country (Canada) 1 of 1
Year (2024) 1 of 1
Mergr

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