Transactions
Countries
Services
Sectors
Harbourfront Wealth Holdings, a leading Canadian independent wealth advisory and investment management firm, acquired Rothenberg Wealth Management.
Financial Institutions
Acquisition
Richards Packaging Income Fund (TSX: RPI.UN) acquired Insight Medical Technologies, a vision-care distributor, through its subsidiary Clarion Medical Technologies Inc.
Healthcare
Acquisition
Advisor to the buyer
Harbourfront Wealth Holdings, an independent wealth advisory and investment management firm, acquired Cornerstone Investment Counsel.
Financial Institutions
Acquisition
Advisor to the buyer
Setpoint Building Automation Inc., a leading building automation solutions provider, sold a controlling interest of its equity to management and other third-party investors.
Business services
Sale
Advisor to the seller
North American Produce Buyers Ltd., a leading importer and distributor of premium fruits, sold a controlling interest to Ironbridge Equity Partners, a Toronto-based private equity firm focused on investing in companies in the Canadian lower middle-market.
Consumer & retail
Sale
Advisor to the seller
Advantage Engineering Inc, a provider of prototyping, additive manufacturing, and low-volume production, was sold to SyBridge Technologies Inc., a global industrial technology company established by Crestview Partners in 2019.
Business services
Sale
Advisor to the seller
Etiya Bilgi Teknolojileri Yazılım Sanayi ve Ticaret A.Ş., a software company providing customer experience focused on AI‐driven digital transformation, sold a minority share to QMI, a Canadian leader in telecommunications, entertainment, news, and media.
Tech, software & digital
Sale
Advisor to the seller
Daltco Electric & Supply (1979) Ltd., an independent electrical, lighting, and automation distributor, was sold to Deschenes Group Inc., a private familyowned Canadian wholesale distributor.
Industrials
Sale
Advisor to the seller
Electro-Kut, a Canadian company specialized in the manufacture of complex products for the aerospace sector, was sold to DCM Group.
Industrials
Sale
Advisor to the seller
Richards Packaging Income Fund (TSX: RPI.UN) acquired Clarion Medical Technologies, a Canadian provider of medical, aesthetic, vision care and surgical equipment and consumables.
Healthcare
Acquisition
Advisor to the buyer
Celopharma, a distributor of female pharmaceutical products, was sold to Linepharma International Ltd., a US subsidiary of a Swiss-based pharmaceutical company.
Healthcare
Sale
Advisor to the seller