- Wellington-Altus expects to find a partner that can support its wealth management objectives, support growth and provide a liquidity opportunity
- In 2023, Wellington-Altus raised a C$40 million second growth equity investment from The Cynosure Group
- In September, the company raised a new credit facility from Ares Management
Wellington-Altus Financial, parent company to a Canadian investment dealer, has launched an exploratory minority secondary share sale process as part of its strategy to accelerate and enhance shareholder value.
