Richter acted as exclusive seller advisor to T.A.C. (opens in a new tab)
T.A.C. acquired by Reftech International (July 2026).
Corporate Finance Advisory
Montreal-founded "Business | Family Office" whose transaction advisory team runs sell-side M&A for Canadian private, mid-market companies.
Richter was founded in Montreal in 1926 and now calls itself a Business | Family Office, with a team of about 700 working from Montreal, Toronto and Chicago and a Calgary office announced in 2026. Its Transaction Advisory Services group works mostly as exclusive sell-side or financial advisor to owner-managed Canadian businesses. It covers sale processes, capital raising, due diligence, valuations and post-acquisition integration, alongside Richter's tax, valuation and restructuring teams. Recent announced mandates include sales of Quebec and Ontario private companies to strategic buyers and private-equity-backed platforms. For students, entry is mainly through accounting-oriented summer programs in Montreal and Toronto.
0 open roles5 deals5 people22 sources
Sell-side divestiture processes (valuation, information memoranda, buyer outreach, negotiation and vendor due diligence), buy-side M&A, access to debt and equity capital, enhanced financial and operational due diligence, and post-acquisition integration.
Transaction partners also prepare formal valuations and fairness opinions, including for privatizations under MI 61-101, plus purchase price allocations and impairment testing.
Restructuring and insolvency practice dating to 1971 (Richter & Partners), with US financial restructuring through Richter Consulting Inc. in Chicago since 1998.
Wealth management (RFO Capital), estate and tax planning, governance and philanthropy for entrepreneurial families, the other half of the firm's two-platform model.
| Montreal | QC | headquarters |
| Toronto | ON | office |
| Calgary | AB | office |
Chicago
Powered by
From the inside
Reasons that work in interviews
4 reasons for Richter
One reason works across this whole category and is worth using once, in your own words: this is where you learn the diligence side of a deal, which is the half most bankers never see. Saying you want to understand what a quality of earnings actually tested before you start relying on one is a better answer than anything about brand, and it sets up the “why banking later” question cleanly rather than making it awkward.
Business advisory and family office under one roof is a genuinely unusual model: you see both the transaction and what the family does with the proceeds.
Montreal-anchored with deep Quebec private company relationships spanning generations.
Independent rather than part of a global network, so the firm's decisions are made locally.
If your interest is private wealth as much as deals, this is the only firm in the category that teaches both.
Coming soon
We’re collecting the real technical and behavioural questions candidates were asked at Richter, by role and office, and how each round runs.
When they’re in, they’ll be part of BSO Pro, which already has candidate reports for dozens of firms.
Interviewing there sooner than that? Get in touch and we’ll help you prepare.
Each row is a start season; the bars are when you apply. The track starts this month, so how far right a bar sits is how far off it is.
Winter 2027
Apply now
Product 3
Sit inside investment banking and work across the coverage teams rather than holding clients of their own. M&A is the one to understand: it does the modelling and execution on deals most coverage groups originate.
Transaction Advisory Services
Sell-side divestitures, buy-side M&A, debt and equity sourcing, enhanced financial and operational due diligence and post-acquisition integration for owner-managed mid-market companies. Cities inferred from partners' Montreal and Toronto office lines.
MontrealToronto
Business Valuation
Valuations and fairness opinions, including for transactions and privatizations, staffed largely by the same partners as transaction advisory.
MontrealToronto
Crisis Management & Restructuring
Canadian restructuring and insolvency group (trustee and turnaround work) with a Montreal-based leader and a Toronto partner.
MontrealToronto
Managing Partner
Firm leadership
Managing Partner of Richter and its spokesperson for the 2026 centenary and Calgary expansion. A CPA, he has long advised business owners and families on wealth transition, succession, governance and complex tax matters.
Partner, Transaction Advisory
Transaction Advisory Services
A CPA and CBV focused on sell-side transactions for private companies, private equity firms and public issuers. He spent about three years in RBC's Mid-Market M&A group (2015–2018) before returning to Richter as a partner. Recent mandates he led include the sales of T.A.C. to Reftech (2026) and Rubino Shoes to Designer Brands (2024).
Partner, Business Valuation and Transaction Advisory
Transaction Advisory Services
A CPA and CBV with more than 20 years in valuation and transaction advisory, having started in Richter's audit group. He advises on divestitures and recapitalizations and prepares formal valuations and fairness opinions. He led the 2025 Door Doctor and Novum sell-side mandates.
Partner, Transaction Advisory and Valuation
Transaction Advisory Services
A CPA and CBV who leads M&A mandates from quality-of-earnings and working-capital analysis through divestiture and recapitalization advice. He also does valuations of private and public companies, purchase price allocations, formal valuations and fairness opinions.
Partner, Transaction Advisory
Transaction Advisory Services
A CPA, CA, CBV and MBA with about 15 years advising management teams, boards and special committees on valuation, financial modelling and transaction support. He covers pharmaceuticals, life sciences, mining, retail, food and beverage, cannabis and online gaming. He led the December 2025 sale of PatientSERV to WELLSTAR Technologies.
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
Jun 4, 2026
Michael KaumeyerHire
Partner (Calgary)
— → Richter
Joined as a partner to anchor Richter's Western Canada expansion and planned Calgary office.
Jun 4, 2026
Errol KusznerHire
Partner
— → Richter
Announced as a new partner alongside Kaumeyer as Richter enters its second century.
Jul 2026
Technologie Anti-Corrosive T.A.C. Inc. and Technical Acid Construction T.A.C. West Limited (T.A.C.)
Exclusive seller advisor · Industrial anti-corrosion services
Buyer Reftech International Inc. · Seller T.A.C.'s shareholders
Sale of a specialized industrial anti-corrosion provider to a Canadian industrial maintenance company; led by Joe Lo Dico.
Dec 2025
PatientSERV
Exclusive seller advisor · Healthcare technology (uninsured medical services billing)
Buyer WELLSTAR Technologies · Seller PatientSERV's shareholders
Sale of an Ontario-focused healthcare billing technology company to WELLSTAR; led by Brett Miller.
Apr 2025
Door Doctor
Exclusive financial and tax advisor · Industrial building services (doors and loading docks)
Buyer Sentinel Dock & Door Solutions (Trivest Partners portfolio company) · Seller Door Doctor owners
Strategic acquisition expanding Sentinel's Eastern Canada footprint; led by Alon Wexler with Richter tax support.
Jan 2025
Novum Legal Inc. and Novum Intelligence (Novum)
Exclusive seller advisor · Legal services for students and professional associations
Seller Novum's shareholders
Sale of a Canadian legal services provider; buyer not named in Richter's announcement. Led by Alon Wexler.
Apr 2024
Rubino Shoes Inc.
Exclusive seller and tax advisor · Footwear retail (Quebec)
Buyer Designer Brands Canada Inc. (subsidiary of Designer Brands Inc.) · Seller Rubino family
Sale of a Quebec family footwear retailer to Designer Brands' Canadian subsidiary; led by Joe Lo Dico.
T.A.C. acquired by Reftech International (July 2026).
Most recent announced transaction advisory mandate.
Two new partners and a planned Calgary office to serve Western Canadian entrepreneurs and families.
Centenary announcement from Montreal (CNW, 2026-02-18).
Richter merged with a local Toronto accounting firm and opened a consulting division.
US financial restructuring division launched with a Chicago office.
Origin of the firm.
22
0
0
0
Richter (via Canada Newswire) · Sep 21, 2026 · newswire.ca
Richter · Jul 28, 2026 · richter.ca
Richter · Jun 4, 2026 · richter.ca
Richter · Feb 27, 2026 · richter.ca
Richter · Feb 18, 2026 · richter.ca
Richter · Apr 15, 2025 · richter.ca
Richter · Apr 7, 2025 · richter.ca
Richter · Jun 3, 2024 · richter.ca
Richter (via Canada Newswire) · Jan 23, 2024 · newswire.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Richter · Date unavailable · richter.ca
Showing sources for the free preview. 0 further sources support the locked intelligence on this page.
Add your resume and BSO shows how you match Richter and the signals in your favour. BSO Pro adds how to position yourself, who to contact and the roles open at your level.
Get your planSummer 2027
Apply now
Posting open Sep to Oct; Interviews Nov; Offers Dec.Fall 2027
Apply from May 2027
Posting open May to Jun; Interviews Jun to Jul; Offers Jul to Aug.Programs
Summer Internship · Montreal
12-week internship (May–August) designed for accounting students: hands-on audit work with rotations across Richter's business units, two weeks of onboarding and a performance advisor.
Summer Internship · Toronto
Three-month internship (May–August) in the field the student applies to, with two weeks of onboarding, workshops and a performance advisor.
Full-time (new graduate) · Montreal, Toronto
Full-time roles for soon-to-be and recent graduates on a pre-approved CPA track, with January and September start cohorts.
Typical background
GuidanceNo prior finance experience required.
Global bulge brackets and elite boutiques
Global banks
Big Six banks
Rising boutiques and mid-market independents
Boutiques, small-cap dealers and deal advisory
Richter is hereWhere people go next
Guidance