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M&A

Kelso & Company / Wellington-Altus Financial Inc.

Lane
M&A
Announced
12 Jan 2026
Province
Manitoba
Industry
Unclassified
Status
Announced
What the filing says
Wellington-Altus Financial Inc. ("Wellington-Altus"), parent company of Canada's top-rated* investment dealer, is pleased to announce the successful closing of its previously announced nearly $400 million CAD secondary minority common equity investment from Kelso & Company ("Kelso"), a leading U.S. private equity firm renowned for its commitment to employee ownership.
Source

The terms are in the subscriber edition

This transaction carries the consideration and 2 officer and advisor credits.

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