AMG (AMG) has entered into a definitive agreement to acquire a minority equity interest in Montefiore Investment.
Under the terms of the transaction, Montefiore Investment management will retain a substantial majority of the firm’s equity, continue to lead the organization, and maintain full control of its investment process, strategy, and day-to-day operations.
The terms of the transaction were not disclosed, and the deal involving AMG is anticipated to close in the second half of 2025.
“We are pleased to partner with Montefiore, a premier private equity manager with a two-decade track record of delivering exceptional returns to clients,” said Jay C. Horgen, Chief Executive Officer of AMG.
