Wipfli Acquires Assets of Harbour Results

Wipfli Acquires Waypoint, Inc.

February 15, 2022

Data & Analytics

Wipfli, LLP acquired Waypoint, Inc., a West Chester, Pennsylvania-based provider of business intelligence, data management, and analytics solutions. The acquisition expands Wipfli's data analytics and digital transformation capabilities and deepens its footprint in the Philadelphia market.

MAI Capital Management Acquires Harbor Wealth Management

May 3, 2024

Financial Services

MAI Capital Management has acquired Harbor Wealth Management, an independent wealth advisory firm with offices in Boulder and Denver, Colorado and approximately $321 million in client assets under management. Harbor’s founders and senior advisors will join MAI as Senior Wealth Advisors/Managing Directors and the firm will adopt MAI’s brand and platform to expand MAI’s presence in Colorado.

Wipfli Acquires Risk Management and Loan Review Divisions of Sheshunoff Consulting + Solutions

September 5, 2023

Accounting & Tax

Wipfli LLP has acquired the risk management and loan review services divisions of Sheshunoff Consulting + Solutions, adding more than 70 professionals and deepening Wipfli's financial-services advisory capabilities. The acquisition expands Wipfli's risk and loan review practice to over 210 associates and gives Sheshunoff clients access to Wipfli's broader advisory, audit, digital and data services.

Hub International Acquires Assets of Winter Harbor Insurance Group

August 25, 2022

Insurance

Hub International Limited has acquired the assets of Winter Harbor Insurance Group, LLC, an independent insurance agency based in Woburn, Massachusetts. The deal expands Hub's commercial and personal insurance capabilities in New England; Winter Harbor's president, Jimmy Aiken, will join Hub New England. Terms were not disclosed.

Harbourfront Wealth Acquires Millar Private Wealth

July 24, 2025

Wealth Management

Harbourfront Wealth Holdings Inc. has acquired Millar Private Wealth Management Inc., adding approximately $800 million in assets under administration and bringing Harbourfront's total AUA to over $12 billion. The deal is an add-on acquisition to Harbourfront’s growing independent wealth platform as it continues to expand its national footprint and technology-enabled service offering.

World Investment Advisors Acquires Boston Harbor Wealth Advisors

July 25, 2024

Financial Services

Santa Barbara-based World Investment Advisors, a subsidiary of World Insurance Associates, has acquired Boston Harbor Wealth Advisors, an independent financial advisory firm based in Westborough, Massachusetts. The deal brings more than $3.5 billion in AUM, 76 team members and 15 offices into World’s platform as part of its ongoing RIA roll-up and AUM growth strategy.