Origin, in collaboration with KMS Capital (the “Advisors”) were engaged by Burgundy Asset Management Ltd. (“Burgundy”), as financial advisors on their sale to BMO Financial Group. Burgundy is a leading independent wealth manager, providing discretionary investment management for private clients, foundations, endowments, pensions and family offices with approximately $27 billion in assets under management, as of May 31, 2025.

BMO Financial Group will acquire 100% ownership in Burgundy for up to C$1,000 million, including C$625 million up front and C$375 million based on attaining certain client retention and asset growth targets. The acquisition of Burgundy will be an expansion of BMO Wealth Management and strengthen BMO’s offering in the Canadian Investment Counsel space catering to high-net-worth and ultra-high-net-worth clients.

About Burgundy Asset Management:
Burgundy Asset Management Ltd. is a global investment management firm with 150 employees, headquartered in Toronto, with additional offices in Montreal and Vancouver. Since its founding in 1990, Burgundy has been dedicated to serving high-net-worth individuals, foundations, endowments, pensions, and family offices. The firm is known for its disciplined quality/value investment approach, focused on protecting and compounding clients’ capital over the long term

About BMO Financial Group:
BMO Financial Group is the seventh largest bank in North America by assets, with total assets of $1.4 trillion as of April 30, 2025. Serving customers for 200 years and counting, BMO is a diverse team of highly engaged employees providing a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services to 13 million customers across Canada, the United States, and in select markets globally

Press Release : BMO to Acquire Burgundy Asset Management

Deal team: Rob Penteliuk, Charles Pennock, Aaron Kadey

Origin Merchant Partners (“Origin”) acted as the Independent Financial Advisor to the special committee of WonderFi  (TSX:WNDR) on its sale to Robinhood (NASDAQ:HOOD).

The two companies entered into a definitive agreement in an all-cash deal amounting to a total consideration of approximately C$250 million. This transaction represents a pivotal step in Robinhood’s expansion strategy, marking its entry into the Canadian market and highlights the new strategic focus on its rapidly growing crypto segment for both its retail and institutional clients. This transaction enhances WonderFi’s journey to bring its technology, innovation, and talent to a broader client base, positioning it to seize new market opportunities and lead Robinhood’s expansion in Canada.

About WonderFi
WonderFi is a leader in centralized and decentralized financial services and products. With over C$2.1 billion in client assets under custody, WonderFi’s regulated trading platforms are well-positioned to service crypto participants across Canada with trading, payments and decentralized products, including purpose-built blockchains and non-custodial wallet applications. Designed to provide investors with diversified investment exposure across the global digital asset ecosystem, the Company has a proven track record of launching new products and obtaining registrations. It is also the owner of market-leading brands, including Bitbuy, Coinsquare and SmartPay.

About Robinhood
Robinhood Markets, Inc. (NASDAQ: HOOD) transformed financial services by introducing commission-free stock trading and democratizing access to the markets for millions of investors. Today, Robinhood lets you trade stocks, options, futures (which includes options on futures, swaps, and event contracts), and crypto, invest for retirement, and earn with Robinhood Gold. Headquartered in Menlo Park, California, Robinhood puts customers in the driver’s seat, delivering unprecedented value and products intentionally designed for a new generation of investors.

Press Release : WonderFi Enters into Definitive Agreement to be Acquired by Robinhood Markets

Deal team: Jim Osler, Tedi Gjoleka

Origin Merchant Partners is pleased to announce that it served as the exclusive investment banking advisor to Marcy Laboratories, Inc. (“Marcy”) on its recapitalization of the Company and partnership with LFM Capital (“LFM”).

Marcy Laboratories is a contract manufacturer specializing in the fragrance industry, providing blending, filling, packaging, and component sourcing services. Marcy serves large fragrance brands, specialty retailers, and other select beauty customers. The Company was founded in 1963 and is based in Glendale Heights, Illinois.

LFM Capital is a private equity firm based in Nashville, Tennessee. The LFM team bring decades of management leadership, operating best practices, exceptional professional recruiting networks, and a successful track record in lower middle market investing. The firm’s mission is to partner with portfolio company management to develop and build world-class operations through a combination of manufacturing and operations excellence and targeted growth and expansion strategies.

Kevin Morton, President of Marcy, commented: “We are deeply grateful to the Origin team for their thoughtful and unwavering dedication at every stage of the process. Their tireless commitment and genuine partnership were instrumental in delivering an exceptional outcome for our business, and it was a true pleasure working with them.”

Deal team: Nick Newlin, Katie Balson