Montrusco Bolton has established a new ownership structure under which the firm’s management team now holds a majority interest.
This transition marks a significant milestone for the independent firm, known for its asset management expertise.
The transaction also involves Walter GAM joining Montrusco Bolton as a minority investor.
This partnership builds on Montrusco Bolton’s established culture of internal ownership, where many employees hold a stake in the firm. This approach enhances the firm’s agility and its alignment with client interests.
This transition comes amid sustained international growth, with Montrusco Bolton serving a diverse client base across multiple markets.
As part of the transaction, and following more than fifteen years of collaboration, AMG and the Fonds de solidarité FTQ agreed to sell their interests in Montrusco Bolton. Montrusco Bolton recognizes their significant contribution to the firm’s development over the years.
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).
Jurisdiction
- Québec
