Multi-Family Office

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Hewitt Group

Hewitt Group Inc. was formed in late 2017 after the sale of Hewitt Equipment Limited. Jim Hewitt, who had led the Caterpillar dealership since 1983, and his...

Hewitt Group logo

Hewitt Group

Hewitt Group Inc. was formed in late 2017 after the sale of Hewitt Equipment Limited. Jim Hewitt, who had led the Caterpillar dealership since 1983, and his son Stephen David Hewitt established the office to continue active investment in the region. The firm pursues direct private equity, co-investments, distressed situations, real estate and public-market allocations. It targets buyout, growth and startup stages. Geographic reach covers North America and Europe with emphasis on Eastern Canada. No specific portfolio companies are publicly named. Team size is not disclosed. The office maintains the Hewitt Foundation as an adjacent philanthropic vehicle. In December 2025 Jim Hewitt was named to the Order of Canada. Additional offices beyond Dorval are not reported. The structure reflects a direct transition from a single operating business into a multi-family platform. Governance integrates family principals with external advisors on the investment committee and advisory board.

General information

Firm type

Multi Family Office

Year founded

2017

Location

Region

North America

Country

Canada

City

Dorval

Corporate office

455 Fénelon Blvd., suite 204, Dorval, QC, H9S 5T8, Canada

Principals

Jim Hewitt

Chairman & CEO

Roni Farah

Executive Vice President & CFO

Kim Anderson

Vice President

David L. McAusland

Vice Chairman

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

Industrial TechHealthcare ServicesDigital HealthDistressed & TurnaroundEnergy Transition & RenewablesClimateTech

Frequently asked questions

Who runs investment decisions at Hewitt Group?

Jim Hewitt serves as Chairman and CEO. Roni Farah as Executive Vice President and CFO and Stephen David Hewitt as President sit on the investment committee alongside external advisors.

How does Hewitt Group source proprietary deal flow?

The firm draws on decades of operating experience in Eastern Canada and long-standing regional networks built through Hewitt Equipment Limited.

Is Hewitt Group structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office that makes direct private equity investments and manages assets across multiple vehicles for family clients.

Does Hewitt Group participate in fund commitments or only direct deals?

The firm executes direct co-investments and SPVs while also allocating to fund-of-funds, hedge funds and secondaries.

What investment stages does Hewitt Group typically target?

It covers buyout, growth and startup stages across private equity and related strategies.

Where does the underlying wealth come from?

The capital originates from the 2017 sale of Hewitt Equipment Limited, the Caterpillar dealership founded in 1952 by Robert Hewitt and later led by Jim Hewitt.

Does Hewitt Group maintain philanthropic structures, and how are they separated?

The Hewitt Foundation operates alongside the investment office with separate investment committees and governance.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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