Management buyout | Norton Rose
October 13 2026
Norton Rose Fulbright looks back at the management buyout that transferred ownership of Brightstone Financial Group to members of its management team. The article describes the group as an independent multi-family office based in Montreal, providing wealth management, trust and custody services through its subsidiaries. Led by the firm’s Montreal office, the transaction covered the organizational and tax structuring, the share purchase agreement, the shareholders’ agreement, the pre-closing reorganization and the regulatory approvals from the Autorité des marchés financiers.
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