The Colony Group announced an agreement for a strategic transaction with Harvest Capital Management based in Concord, N.H.
Colony will have 14 offices in seven states with over 195 team members upon the closing of the transaction, which is expected in the fourth quarter of 2019.
Harvest was founded in 1995 by Marshall Rowe, the firm’s CEO. Rowe later partnered with Jim Fitts, CFP, and John Weeks, CExP, as the firm enhanced its talent and service offering to meet the needs of business owners anticipating strategic transactions with respect to their businesses. Harvest’s services and capabilities will further expand Colony’s family office service offering for ultra-high-net-worth and high-net-worth families. Harvest’s sustainable investing solutions will also enhance Colony’s existing investment strategies. Sustainable investing options are increasingly desired by many investors, including affluent families.
