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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).
Parties
Company
Montrusco Bolton Investments Inc.
Company
Walter Global Asset Management
Deal Type
Merger & AcquisitionIndustry
OtherTransaction
Undisclosed/ConfidentialDeal Status
ClosedClosing Date
08 January 2026