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Harbourfront Wealth secures a strategic investment from Berkshire Partners at a C$1.775B valuation, enhancing shareholder returns.

PRIVATESep 01, 2026•4 days ago

Acquiring Company

Berkshire Partners

Acquired Company

Harbourfront Wealth Group

BostonVancouverFinanceFinancial ServicesFinanceVenture CapitalAngel Investment

Description

Harbourfront Wealth Group has entered a definitive agreement for a strategic investment from Berkshire Partners, valued at C$1.775 billion. This deal will yield significant returns for Harbourfront's shareholders and maintain Audax Private Equity's interest. The transaction is expected to close in the second half of 2026, pending regulatory approvals. Harbourfront serves affluent and high-net-worth clients across Canada with comprehensive wealth management services.

Company Information

Company

Berkshire Partners

Location

Boston, Massachusetts, United States

About

Berkshire Partners is a 100% employee-owned, multi-sector specialist investor in private and public equity. The firm's private equity team invests in well-positioned, growing companies across business & consumer services, healthcare, industrials, and technology & communications. Berkshire is currently investing from its Fund XI, which held its final closing in 2024 with approximately $7.8 billion in commitments. Since inception, Berkshire Partners has made more than 150 private equity investments and has a strong history of collaborating with management teams to grow the companies in which it invests.

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Frequently asked

Who acquired Harbourfront Wealth Group?

Harbourfront Wealth Group was acquired by Berkshire Partners, based in Boston. The deal was reported on September 1, 2026. Berkshire Partners is a 100% employee-owned, multi-sector specialist investor in private and public equity. Berkshire Partners is privately held and operates in Finance.

When did Berkshire Partners acquire Harbourfront Wealth Group?

Berkshire Partners's acquisition of Harbourfront Wealth Group was reported on September 1, 2026. Harbourfront Wealth Group has entered a definitive agreement for a strategic investment from Berkshire Partners, valued at C$1.775 billion. This deal will yield significant returns for Harbourfront's shareholders and maintain Audax Private Equity's interest. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Harbourfront Wealth Group do?

Harbourfront Wealth Group is an independent wealth advisory firm with over 60 locations across Canada and a U.S. RIA affiliate. The firm focuses on providing tailored financial solutions and fostering growth for independent advisors. It is privately held, operating in Financial Services, and is based in Vancouver.

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