Add-on Acquisition • Financial Services

AMG Acquires River Road Asset Management

On June 30, 2014, AMG acquired financial services company River Road Asset Management

Acquisition Context
  • This is AMG’s 4th transaction in the Financial Services sector.
  • This is AMG’s 3rd transaction in the United States.
  • This is AMG’s 1st transaction in Kentucky.

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M&A Deal Summary

Date June 30, 2014
Target River Road Asset Management
Sector Financial Services
Buyer(s) AMG
Deal Type Add-on Acquisition

Target Company

River Road Asset Management

Louisville, Kentucky, United States
River Road Asset Management (“River Road”), is a value oriented US equity manager based in Louisville, KY.
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Buyer Overview 1

Buyer

AMG

West Palm Beach, Florida, United States

Category Company
Founded 1993
Sector Financial Services
Employees4,100
Revenue 2.0B USD (2024)
DESCRIPTION

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 Context for Buyer #
Overall 4 of 5
Sector: Financial Services 4 of 5
Type: Add-on Acquisition 3 of 3
State: Kentucky 1 of 1
Country: United States 3 of 3
Year: 2014 2 of 2
PREVIOUS 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 -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-04-30 OCP Asia

Singapore, Singapore

OCP Asia is an independent alternative investment manager providing secured direct lending solutions to small and medium-sized enterprises across the Asia-Pacific region. OCP Asia was founded in 2009 and is based in Singapore.

Buy -