M&A Deal Summary

AMG Acquires Pantheon Ventures

On February 10, 2010, AMG acquired financial services company Pantheon Ventures from Russell Investment Management Company for 775M USD

Acquisition Highlights
  • This is AMG’s 2nd transaction in the Financial Services sector.
  • This is AMG’s largest (disclosed) transaction.
  • This is AMG’s 1st transaction in the United States.
  • This is AMG’s 1st transaction in California.

M&A Deal Summary
Date 2010-02-10
Target Pantheon Ventures
Sector Financial Services
Buyer(s) AMG
Sellers(s) Russell Investment Management Company
Deal Type Divestiture
Deal Value 775M USD

Target

Pantheon Ventures

San Francisco, California, United States
Pantheon currently manages approximately $22 billion for over 300 global clients, including pension funds, endowments, government bodies and insurance companies. The firm has experienced high client retention throughout its history, reflecting its strong performance over different economic cycles and high standards of client service. With a team of 63 investment professionals (and a total staff of 141) in offices located in London, San Francisco, New York and Hong Kong, Pantheon is well-equipped to invest and serve clients worldwide.

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Buyer(S) 1

Buyer

AMG

West Palm Beach, Florida, United States

website

Category Company
Founded 1993
Sector Financial Services
Employees3,950
Revenue 2.3B USD (2022)
DESCRIPTION

Affiliated Managers Group (AMG) is a global asset management company that provides investment solutions to institutions, financial advisors, and high-net-worth individuals. AMG has a portfolio of more than 40 boutique investment management firms across a range of asset classes and investment styles. AMG was incorporated in 1993 and is headquartered in West Palm Beach, Florida.

DEAL STATS #
Overall 2 of 5
Sector (Financial Services) 2 of 5
Type (Divestiture) 1 of 1
State (California) 1 of 1
Country (United States) 1 of 3
Year (2010) 1 of 1
Size (of disclosed) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2005-01-01 First Asset Management

Toronto, Ontario, Canada

First Asset Management, Inc. is a financial services company offering a wide range of retail and wholesale investment products to the Canadian market.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-03-31 SouthernSun Asset Management

Memphis, Tennessee, United States

SouthernSun Asset Management, Inc. is a research-driven investment management firm primarily focused on U.S. Small and SMID Cap core investment strategies. The Company was founded in 1989 by current CEO and CIO, Michael Cook. The management and investment team is functionally comprehensive and multi-generational. SouthernSun is headquartered in Memphis, TN. Rosemont’s investment was primarily used to recapitalize the interests of outside shareholders.

Buy -

Seller(S) 1

SELLER

Russell Investment Management Company

Seattle, Washington, United States

website

Category Company
Founded 1936
Sector Financial Services
DESCRIPTION

Russell Investments provides manager-of-manager investment products and services in more than 40 countries.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (California) 1 of 1
Country (United States) 1 of 1
Year (2010) 1 of 1
Size (of disclosed) 1 of 1
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