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Montrusco Bolton employees establish majority ownership with Walter GAM as strategic partner

Montrusco Bolton Investments Inc., a globally recognized independent asset management firm, announced on January 8, 2026, that a group of employees led by its management team has acquired majority control of the company's capital. As part of this transaction, it is joining forces with Walter Global Asset Management ("Walter GAM"), which is taking a minority stake through its specialized fund dedicated to the asset management industry.

The management buyout was led by CEO Sylvain Boulé and SVP & COO Dina Fakhry.

As part of the transaction, AMG and Fonds de solidarité FTQ, long-time partners who supported Montrusco Bolton for more than 15 years, agreed to sell their respective interests in the firm. The transaction closed on December 31, 2025.

Fasken acted for Montrusco Bolton on this transaction with a team consisting of Élise Renaud (Asset Management), Jean-Sébastien Dugas (M&A), Justine Benoit (Tax), Anthony Sylvain (M&A), Gabriel Gagné (M&A), Simon Brissette (Asset Management) and Ines Ziat (M&A).

Company

Montrusco Bolton Investments Inc.

Law Firm / Organization
Fasken Martineau DuMoulin LLP

Company

Walter Global Asset Management

Law Firm / Organization
Not specified
Merger & Acquisition
Other
Undisclosed/Confidential
Closed
08 January 2026