Harbourfront acquisition of Rothenberg

Industry

Wealth Management

Company Profile

Founded in 2013, Harbourfront is an independent wealth advisory and investment management firm headquartered in Vancouver, British Columbia. The Harbourfront Group includes a registered securities dealer/investment advisory firm servicing established advisors and their high-net-worth clients, an investment fund manager specializing in third-party managed alternative investment funds, and a U.S. SEC registered investment advisory firm. Founded in 1986, Rothenberg 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. Harbourfront is partnered with the Audax Group. Audax is a leading alternative investment manager founded in 1999 with offices in Boston, New York, and San Francisco. Audax Private Equity focuses on building companies with leading market positions, robust management teams, and significant growth potential through its disciplined Buy & Build strategy.

NewPoint’s Role

NewPoint assisted Harbourfront in its acquisition search by identifying and evaluating potential targets.  

Transaction Snapshot

The acquisition is expected to enhance Harbourfront's growth by adding $1.2B in assets under administration.