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Transactions / H••••••••• W•••••

H••••••••• W••••• Announces New Strategic Investment by B•••••••• Partners at C$1.775B Valuation

Growth investmentannouncedannounced Jun 23, 2026Fact
What happened
Target
H••••••••• W•••••
Platform
not an add-on on record
Control
unknown
Share acquired
unknown
Industry
financial_services / wealth management
Target location
unknown
Seller kind
unknown
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
9 named
Buy side
  • D•••• C••••• B••••••Deal partnerconfirmed
    “"Canada's wealth management landscape is undergoing a fundamental shift toward independence, transparency, and advisor-led growth,” noted Dave B••••••, Managing Director at B•••••••• Partners.”
  • B•••••••• P••••••• L••Sponsorconfirmed
    “H••••••••• W••••• Announces New Strategic Investment by B•••••••• Partners at C$1.775B Valuation | published on B•••••••• Partners's own news page berkshirepartners.com”
Advisory side
  • B•• C•••••• M•••••• C••••Buy-side adviserconfirmed
    “Ardea Partners was lead advisor and P•••• S•••••• served as a co-advisor to H•••••••••, and C••• C•••••• M•••••• acted as financial advisor to the Board of Directors and provided a fairness opinion in that capacity, while BMO Capital M•••••• and G•••••• S•••• • C•• L•• served as advisors to B•••••••”
  • G•••••• S•••• • C•• L••Buy-side adviserconfirmed
    “Ardea Partners was lead advisor and P•••• S•••••• served as a co-advisor to H•••••••••, and C••• C•••••• M•••••• acted as financial advisor to the Board of Directors and provided a fairness opinion in that capacity, while BMO Capital M•••••• and G•••••• S•••• • C•• L•• served as advisors to B•••••••”
  • C••• C•••••• M••••••Financial adviserconfirmed
    “Ardea Partners was lead advisor and P•••• S•••••• served as a co-advisor to H•••••••••, and C••• C•••••• M•••••• acted as financial advisor to the Board of Directors and provided a fairness opinion in that capacity, while BMO Capital M•••••• and G•••••• S•••• • C•• L•• served as advisors to B•••••••”
  • S••••••• E•••••• a•• K••••••• • E••••Legal adviserconfirmed
    “S••••••• E•••••• a•• K••••••• • E•••• provided legal counsel to H••••••••• and Audax, while Osler, Hoskin & Harcourt served in the same capacity to B•••••••• Partners.”
  • P•••• S•••••• L•••Sell-side adviserconfirmed
    “Ardea Partners was lead advisor and P•••• S•••••• served as a co-advisor to H•••••••••, and C••• C•••••• M•••••• acted as financial advisor to the Board of Directors and provided a fairness opinion in that capacity, while BMO Capital M•••••• and G•••••• S•••• • C•• L•• served as advisors to B•••••••”
Side not stated
  • D•••• P••••••Managementconfirmed
    ““Welcoming B•••••••• Partners while continuing our partnership with Audax provides validation that H••••••••• has built one of the strongest independent wealth platforms in Canada,” noted D•••• P••••••, Founder and Executive Chair of H•••••••••.”
  • H••••••••• W•••••Targetconfirmed
    “H••••••••• W••••• Announces New Strategic Investment by B•••••••• Partners at C$1.775B Valuation”
Evidence
“H••••••••• W••••• Announces New Strategic Investment by B•••••••• Partners at C$1.775B Valuation”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 15, 2026
H••••••••• W••••• Announces New Strategic Investment by B•••••••• Partners at C$1.775B Val | Private Equity Intelligence | DFX