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Asset/Investment Management
FINANCIAL | Asset/Financial Management
amg.com

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Investments

14

Partners & Customers

4

About Affiliated Managers Group

Affiliated Managers Group (NYSE: AMG) is a global asset management company with equity investments in leading boutique investment management firms. AMG's innovative partnership approach allows each Affiliate's management team to own significant equity in their firm while maintaining operational autonomy. AMG's strategy is to generate growth through the internal growth of existing Affiliates, as well as through investments in new Affiliates. In addition, AMG provides centralized assistance to its Affiliates in strategic matters, marketing, distribution, product development and operations.

Affiliated Managers Group Headquarter Location

600 Hale Street

Prides Crossing, Massachusetts, 01965,

United States

617-747-3300

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Latest Affiliated Managers Group News

Parnassus Investments’ Partnership with Affiliated Managers Group

Jul 20, 2021

Debevoise & Plimpton LLP advised Parnassus Investments on the deal. Parnassus Investments, the largest ESG-dedicated fund manager in the U.S., executed its agreement to sell a majority equity interest to Affiliated Managers Group, Inc. (NYSE: AMG). Upon closing of the agreement, Parnassus partners will continue to own a substantial portion of the equity of the firm and direct its day-to-day operations consistent with AMG’s partnership approach, which is recognized by the marketplace for preserving the operating and investment independence of AMG Affiliates. The terms of the transaction were not disclosed. AMG expects that the investment in Parnassus will contribute approximately $70 million to Adjusted EBITDA and $1.30 to Economic earnings per share in 2022, and the transaction will be funded with existing corporate resources. Mr. Allen and Mr. Ahlsten will enter into long-term employment agreements with the firm. The transaction, which is expected to close during the second half of 2021, is subject to customary closing conditions and regulatory approvals. AMG is a leading partner to independent active investment management firms globally. AMG’s strategy is to generate long-term value by investing in a diverse array of excellent independent partner-owned firms, through a proven partnership approach, and allocating resources across AMG’s unique opportunity set to the areas of highest growth and return. Founded in 1984, Parnassus Investments is a pioneer in socially responsible investing. The firm invests responsibly to build wealth for its clients by selecting businesses that the investment team believes have increasingly relevant products or services, sustainable competitive advantages and quality management teams for their high conviction portfolios. Moelis & Company LLC acted as exclusive financial advisor to Parnassus Investments. The Debevoise team was led by M&A partner William Regner (Picture) and included associates Vishaal Sharma, Yean Do and Daniel Randazzo, investment management partner Marc Ponchione, benefits partner Jonathan Lewis and associate David Deutsch, tax partner Peter Furci and associate Kimberly Lee, and litigation associate Roy Sengupta.

Affiliated Managers Group Investments

14 Investments

Affiliated Managers Group has made 14 investments. Their latest investment was in OCP Asia as part of their Corporate Minority on April 4, 2021.

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Affiliated Managers Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

4/30/2021

Corporate Minority

OCP Asia

Yes

4

2/2/2021

Secondary Market

Boston Common Asset Management

Yes

1

11/20/2020

Corporate Minority

Jackson Square Partners

Yes

1

3/10/2020

Unattributed VC - II

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$99M

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10

2/18/2020

Corporate Minority

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$99M

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10

Date

4/30/2021

2/2/2021

11/20/2020

3/10/2020

2/18/2020

Round

Corporate Minority

Secondary Market

Corporate Minority

Unattributed VC - II

Corporate Minority

Company

OCP Asia

Boston Common Asset Management

Jackson Square Partners

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Amount

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

4

1

1

10

10

Affiliated Managers Group Acquisitions

7 Acquisitions

Affiliated Managers Group acquired 7 companies. Their latest acquisition was Parnassus Investments on July 06, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

7/6/2021

$991

Acquired

3

11/9/2015

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$99M

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10

11/9/2015

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$99M

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10

1/28/2015

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$99M

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10

6/30/2014

Acquired

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$99M

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10

Date

7/6/2021

11/9/2015

11/9/2015

1/28/2015

6/30/2014

Investment Stage

Acquired

Companies

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Valuation

$991

Total Funding

$99M

$99M

$99M

$99M

Note

Acquired

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Sources

3

10

10

10

10

Affiliated Managers Group Partners & Customers

4 Partners and customers

Affiliated Managers Group has 4 strategic partners and customers. Affiliated Managers Group recently partnered with ValueAct Capital on June 6, 2020.

Date

Type

Business Partner

Country

News Snippet

Sources

6/23/2020

Partner

ValueAct Capital

United States

AMG Announces Partnership with Inclusive Capital Partners, Following Completion of ValueAct Capital Long-Term Succession Plan

AMG 's highly successful 13-year partnership with ValueAct Capital continues under the leadership of CEO ; strong next-generation partnership bench is positioned to generate differentiated long-term returns through active governance investing

2

3/23/2020

Partner

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10

12/18/2019

Vendor

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10

11/6/2019

Partner

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10

Date

6/23/2020

3/23/2020

12/18/2019

11/6/2019

Type

Partner

Partner

Vendor

Partner

Business Partner

ValueAct Capital

Country

United States

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News Snippet

AMG Announces Partnership with Inclusive Capital Partners, Following Completion of ValueAct Capital Long-Term Succession Plan

AMG 's highly successful 13-year partnership with ValueAct Capital continues under the leadership of CEO ; strong next-generation partnership bench is positioned to generate differentiated long-term returns through active governance investing

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Sources

2

10

10

10

Affiliated Managers Group Team

3 Team Members

Affiliated Managers Group has 3 team members, including former Founder, Chief Executive Officer, President, Chief Operating Officer, Nate Dalton.

Name

Work History

Title

Status

Nate Dalton

Founder, Chief Executive Officer, President, Chief Operating Officer

Former

Seth W. Brennan

Executive Vice President

Former

Jennifer Borggaard

Ropes & Gray, and Davis Polk & Wardwell

Senior Vice President

Former

Name

Nate Dalton

Seth W. Brennan

Jennifer Borggaard

Work History

Ropes & Gray, and Davis Polk & Wardwell

Title

Founder, Chief Executive Officer, President, Chief Operating Officer

Executive Vice President

Senior Vice President

Status

Former

Former

Former

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