Mount Logan-managed SOFIX to acquire >$100M assets from Yieldstreet AIF; sees $2.8M FRE boost

Mount Logan Capital Inc.

SOFIX to acquire over $100M in assets from YS AIF, nearly doubling fund size.
Mount Logan estimates incremental annual FRE of at least $2.8M (>30% of TTM FRE).
Consideration: $2M cash + $1M MLCI stock at close; up to $2M additional over 2 years via TSA.
Transaction expected to close late Q2/Q3 2026, subject to regulatory and YS AIF shareholder approvals.
The transaction is expected to be immediately accretive to Mount Logan's FRE.

item 1.01 item 7.01 item 9.01

Machine-readable event card

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ticker: MLCI
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company_name: Mount Logan Capital Inc.
filed_at: 2026-03-19T23:59:59+00:00
discovered_at: 2026-05-14T18:02:37.120711+00:00
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