Legg Mason Mergers and Acquisitions Summary

Financial Services Company

Legg Mason has acquired 7 companies of its own, including 2 in the last 5 years. A total of 2 acquisitions came from private equity firms.

Legg Mason’s largest acquisition to date was in 2005, when it acquired The Permal Group for $800M. Legg Mason has acquired in 3 different US states, and 2 countries. The Company’s most targeted sectors include financial services (86%) and internet software and services (15%).

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity7
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 2
  • M&A Advisors 2

Legg Mason, Inc.

100 International Drive,
Baltimore, Maryland 21202
United States,
(877) 534-4627
www.leggmason.com

Legg Mason, Inc. is an asset management firm, providing active asset management in many major investment centers throughout the world. Legg Mason helps investors globally achieve better financial outcomes by expanding choice across investment strategies, vehicles and investor access through independent investment managers with diverse expertise in equity, fixed income, alternative and liquidity investments. Legg Mason was formed in 1899 and is based in Baltimore, Maryland.


M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.0/yr) # 7 - - - - - 7
vol $1.5B $1.5B
Sell (0.0/yr) # - - - - - - 0
  7

Most Recent M&A

Company Date Value Type
Financial Guard LLC 2016-07-07 - Stake Purchase
Salt Lake City, Utah · www.financialguard.com
Clarion Partners 2016-01-22 585M USD Add-on Acquisition
New York, New York · www.clarionpartners.com
Martin Currie Investment Management Ltd. 2014-07-24 - Add-on Acquisition
Edinburgh, United Kingdom · www.martincurrie.com
QS Investors LLC 2014-03-04 - Add-on Acquisition
New York, New York · www.qsinvestors.com
The Permal Group 2005-11-03 800M USD Add-on Acquisition
London, United Kingdom · www.permal.com
Royce & Associates LLC 2001-07-18 - Add-on Acquisition
New York, New York · www.roycefunds.com
Brandywine Asset Management, Inc. 1998-01-16 145M USD Add-on Acquisition
Thornton, Pennsylvania · www.brandywine.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
The Permal Group 2005-11-03 Fauchier Partners LLP 2012-12-13 1
London, United Kingdom · www.permal.com London, United Kingdom · www.fauchierpartners.com

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 6 (86%) 1.5B (100%) - -
Internet Software and Services 1 (14%) - - -
Total 7 $1.5B - -

By Geo

State/Country Buy Value Sell Value
United States 5 730M - -
  New York 3 585M - -
  Utah 1 - - -
  Pennsylvania 1 145M - -
United Kingdom 2 800M - -
Domestic 5 (71%) 730M (48%) - -
Cross-border 2 (29%) 800M (52%) - -
Total 7 $1.5B - -

Top M&A Advisors

Financial Deals
J.P. Morgan Securities LLC
1
Legal Deals
Dechert LLP
2

Deal Values

buy # Total
$100M to $1B 3 $1.5B
TOTAL $1.5B
Largest The Permal Group
$800M (2005-11-03)

M&A Connections

Deals
Acquired from
Investor(s)
29%
2 (29%)

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