Audax Private Equity Invests in The Harbourfront Group

Harbourfront Wealth Acquires KJ Harrison & Partners

April 25, 2025

Wealth Management

Harbourfront Wealth Holdings Inc. has acquired KJ Harrison & Partners, a boutique wealth management and CIRO-registered investment dealer. The deal expands Harbourfront's assets under administration to nearly CAD 11 billion and strengthens its capabilities serving high-net-worth clients and family offices across Canada.

Audax Private Equity Acquires Oakbridge Insurance from Corsair

September 26, 2023

Insurance

Audax Private Equity has partnered with Oakbridge's management team to acquire a majority stake in Oakbridge Insurance Agency LLC from Corsair Capital; terms were not disclosed. Audax said it will support Oakbridge's buy-and-build strategy to accelerate growth across the Southeast while Oakbridge's management and employees retain a significant ownership position.

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.

Audax Private Equity Portfolio Company Completes Add-on Acquisition (Undisclosed)

March 6, 2024

Professional Services

Blue River Financial Group advised Audax Private Equity on a recent acquisition completed by one of Audax's portfolio companies. The deal—an add-on—was described as strengthening the portfolio company's footprint across Connecticut and reflects Audax's buy-and-build strategy in the northeast region.

Harbourfront Wealth Management Acquires Rothenberg Wealth Management

October 18, 2024

Wealth Management

Harbourfront Wealth Management has acquired Rothenberg Wealth Management, including Rothenberg & Rothenberg Annuities, expanding Harbourfront's assets under administration to approximately CAD$8 billion. The acquisition enhances Harbourfront's presence in Québec and Alberta and integrates Rothenberg's Montreal and Calgary offices into Harbourfront's national advisor network.

Audax Private Equity Invests in Team Cymru

August 4, 2021

Cybersecurity

Audax Private Equity has made a growth investment in Team Cymru, a Lake Mary, Florida-based leader in cyber threat intelligence, to support product expansion and accelerated growth through acquisitions. The capital will help Team Cymru broaden access to its threat intelligence feeds and external threat-hunting platform while supporting inorganic growth initiatives.