Release Details

Marks Successful Culmination of 20-Year Partnership with AMG

WEST PALM BEACH, FL, January 8, 2026 – AMG, a strategic partner to leading independent investment management firms globally, today announced that it has sold its equity interest in Montrusco Bolton Investments Inc. (“Montrusco Bolton”) as part of the announced transaction between the firm’s management team and Walter Global Asset Management.

Montrusco Bolton is an independent Canadian investment firm serving institutional clients globally, offering products across Canadian fixed income and equities, as well as U.S. and Global equities. AMG partnered with Montrusco Bolton in 2005 and contributed to the firm’s success over the course of the two-decade partnership.

Pursuant to the terms of the agreement, AMG received total consideration of approximately CA$35 million.

The transaction closed on December 31, 2025.

About AMG
AMG (NYSE: AMG) is a strategic partner to leading independent investment management firms globally. AMG’s strategy is to generate long‐term value by investing in high-quality independent partner-owned firms, through a proven partnership approach, and allocating resources across AMG's unique opportunity set to the areas of highest growth and return. Through its distinctive approach, AMG magnifies its Affiliates' existing advantages and actively supports their independence and ownership culture. As of September 30, 2025, AMG’s aggregate assets under management were approximately $804 billion across a diverse range of private markets, liquid alternative, and differentiated long-only investment strategies. For more information, please visit the Company’s website at www.amg.com.

Certain matters discussed in this press release issued by Affiliated Managers Group, Inc. (“AMG” or the “Company”) may constitute forward-looking statements within the meaning of the federal securities laws, and could be impacted by a number of factors, including those described under the section entitled “Risk Factors” in AMG’s most recent Annual Report on Form 10-K, as such factors may be updated from time to time in the Company’s periodic filings with the SEC, which are accessible on the SEC's website at www.sec.gov. AMG undertakes no obligation to publicly update or review any forward-looking statements, whether as a result of new information, future developments or otherwise, except as required by applicable law. This release does not constitute an offer of any products, investment vehicles, or services of any AMG Affiliate. From time to time, AMG may use its website as a distribution channel of material Company information. AMG routinely posts financial and other important information regarding the Company in the Investor Relations section of its website at www.amg.com and encourages investors to consult that section regularly.