M&A Deal Summary |
|
|---|---|
| Date | 2014-03-31 |
| Target | SouthernSun Asset Management |
| Sector | Financial Services |
| Buyer(s) | AMG |
| Sellers(s) | Rosemont Investment Group |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1993 |
| Sector | Financial Services |
| Employees | 3,950 |
| Revenue | 2.1B USD (2023) |
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 | 3 of 5 |
| Sector (Financial Services) | 3 of 5 |
| Type (Add-on Acquisition) | 2 of 3 |
| State (Tennessee) | 1 of 1 |
| Country (United States) | 2 of 3 |
| Year (2014) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-02-10 |
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. |
Buy | $775M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-06-30 |
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. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| Size | Middle-Market |
| Type | Sector Focused |
Rosemont Investment Group is a private equity firm focused exclusively on making investments alongside management teams in the asset management industry. Rosemont provides capital to fund management buyouts, recapitalizations and selected start-ups in support of teams focused on growing independent, asset management firms. In addition to investing in traditional asset managers, Rosemont will also selectively pursue alternative investment firms including hedge funds, private equity funds, fund of funds and wealth management. Rosemont seeks to invest $10 to $50 million of equity for meaningful minority equity stakes. Rosemont prefers to be the sole outside investor but will consider leading co-investment transactions requiring additional capital. Rosemont was formed in 2000 and is based in West Conshohocken, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 10 |
| Sector (Financial Services) | 7 of 10 |
| Type (Add-on Acquisition) | 3 of 4 |
| State (Tennessee) | 1 of 1 |
| Country (United States) | 6 of 9 |
| Year (2014) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-04-03 |
Litman Gregory Wealth Management
Walnut Creek, California, United States Litman Gregory Wealth Management provides wealth management services with a commitment to excellent client service to individuals, multigenerational families, endowments, and foundations. Litman Gregory Wealth Management was founded in 1987 and is based in Walnut Creek, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-06 |
WST
Norfolk, Virginia, United States WST is a registered investment advisor providing wealth management, investment advisory, and capital management services to individuals, institutions, and intermediary partners. WST was founded in 1990 and is based in Norfolk, Virginia. |
Buy | - |
