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Affiliated Managers Group company logo
Asset/Investment Management
FINANCE | Asset/Financial Management
amg.com

Investments

15

Portfolio Exits

1

Partners & Customers

5

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. The company was founded in 1993 and is based in Prides Crossing, Massachusetts.

Headquarters Location

600 Hale Street

Prides Crossing, Massachusetts, 01965,

United States

617-747-3300

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Latest Affiliated Managers Group News

Pantheon Welcomes Four New Partners, Announces Global Promotions to Enhance Long-Term Growth Capabilities

Jan 23, 2023

Carlos Vilares, Head of Insurance Solutions, Investor Relations, London Jeffrey Wright, Investor Relations, New York Ana Maria Zarruk, Investor Relations, Bogota Notes to Editors Stephen Branagan, Partner, Global Head of Operations and Head of Ireland Stephen is Pantheon’s Global Head of Operations and Head of Ireland. He brings extensive senior level experience across operations, finance and risk for private and publicly listed international financial services and renewables businesses in London and Dublin, including previous roles at 3i Group and Cantor Fitzgerald. Stephen is a Fellow of Chartered Accountants Ireland and is based in Dublin. Dean Maines, Partner, Chief Financial Officer Dean leads Pantheon’s global finance group, with responsibility for ensuring that our accounting, financial reporting and internal controls support the ongoing execution of our growth strategy. He previously was a Managing Director at Affiliated Managers Group, Inc. (NYSE: AMG), where he served as the Chief Accounting Officer and most recently as the Internal Auditor and Head of Risk Management. Prior to working at AMG, Dean was a Partner in the audit practice of Deloitte. He is based in New York. Diane Remanous, Chief Human Resources Officer Dianne is Pantheon’s Chief Human Resources Officer and chair of its Inclusion and Diversity Committee. She joined Pantheon from Capital Dynamics, where she worked across Private Equity, Clean Energy Infrastructure and Private Credit. Prior to that Dianne worked at organizations across various industry sectors including investment banking, management consulting, market research and law, introducing performance management structures, leadership development, cultural and engagement improvements, and succession planning. She is based in London. Akitoshi Yamada, Partner, Head of Japan Akitoshi represents Pantheon’s client relationship management and business development in Japan. Prior to joining Pantheon, he was Deputy General Manager of Foreign Equity and Alternative Investment Department at Nippon Life Insurance Company, before which he worked at Nippon Life Global Investors America as Senior Vice President and Head of Private Equity Investment. He is based in Tokyo. About Pantheon Pantheon Group* (“Pantheon”) is a leading global private markets manager currently investing on behalf of more than 960 investors, including public and private pension plans, insurance companies, endowments, foundations and private wealth clients. Founded in 1982, Pantheon has an established reputation across private market asset classes, covering all stages and geographies, and provides investment solutions that include flagship fund offerings, as well as integrated programs and customized solutions. As of June 30, 2022 Pantheon had $88.0 billion assets under management and advice and the firm currently has more than 460 employees located across its offices in London, San Francisco, New York, Chicago, Hong Kong, Seoul**, Bogotá**, Tokyo, Dublin and Berlin. Its global workforce includes more than 140 investment professionals. Pantheon is majority-owned by Affiliated Managers Group Inc. (NYSE: AMG), a leading partner to independent active investment management firms globally, alongside senior members of the Pantheon team. The ownership structure, with Pantheon management owning a meaningful share of the equity in the business, provides a framework for long-term succession and enables Pantheon management to continue to direct the firm’s day-to-day operations. * Pantheon Group refers to the subsidiaries and subsidiary undertakings of Pantheon Ventures Inc. and AMG Plymouth UK Holdings Limited and includes operating entities principally based in the US (San Francisco and New York), UK (London), Hong Kong, Guernsey, Tokyo and Dublin. Pantheon Ventures Inc. and Pantheon Ventures (US) LP are registered as investment advisors with the U.S. Securities and Exchange Commission (“SEC”); Pantheon Securities, LLC is a broker dealer registered with the SEC and is a member of the Financial Industry Regulatory Authority (“FINRA”). Pantheon Ventures (UK) LLP is authorized and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom. Pantheon Ventures (HK) LLP is regulated by the Securities and Futures Commission in Hong Kong. Pantheon Ventures (Guernsey) Ltd and a number of other Pantheon entities incorporated in Guernsey are regulated by the Guernsey Financial Services Commission. Pantheon Ventures (Asia) Limited is registered as a Type II Financial Instruments Business and Investment Advisory and Agency Business Operator with the Kanto Local Finance Bureau in Japan (KLFB). ** Please note that the Bogotá office is a representative office of Pantheon Ventures (US) LP (“PV US”), and that a Korean subsidiary of PV US has opened the office in Seoul. This press release is not an offer of securities for sale. Securities may not be offered or sold in the United States absent registration or an exemption from registration. © 2023 Contacts Pantheon Tel: +44 20 3356 1763 | C: +44 7776 778 620 | Email: [email protected]

Affiliated Managers Group Investments

15 Investments

Affiliated Managers Group has made 15 investments. Their latest investment was in Systematica as part of their Secondary Market on January 1, 2022.

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Affiliated Managers Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/18/2022

Secondary Market

Systematica

Yes

1

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

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10

3/10/2020

Unattributed VC - II

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$99M

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10

Date

1/18/2022

4/30/2021

2/2/2021

11/20/2020

3/10/2020

Round

Secondary Market

Corporate Minority

Secondary Market

Corporate Minority

Unattributed VC - II

Company

Systematica

OCP Asia

Boston Common Asset Management

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Amount

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

1

4

1

10

10

Affiliated Managers Group Portfolio Exits

1 Portfolio Exit

Affiliated Managers Group has 1 portfolio exit. Their latest portfolio exit was Baring Private Equity Asia on August 18, 2022.

Date

Exit

Companies

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

Acquirer

Sources

8/18/2022

Acq - Fin

$99M

12

Date

8/18/2022

Exit

Acq - Fin

Companies

Valuation

$99M

Acquirer

Sources

12

Affiliated Managers Group Acquisitions

8 Acquisitions

Affiliated Managers Group acquired 8 companies. Their latest acquisition was Abacus Capital Group on September 29, 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

9/29/2021

$99M

Corporate Majority

1

7/6/2021

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$99M

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10

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

Date

9/29/2021

7/6/2021

11/9/2015

11/9/2015

1/28/2015

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Corporate Majority

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Sources

1

10

10

10

10

Affiliated Managers Group Partners & Customers

5 Partners and customers

Affiliated Managers Group has 5 strategic partners and customers. Affiliated Managers Group recently partnered with JX Nippon Mining & Metals on December 12, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

12/22/2022

Partner

Japan

AMG Advanced Metallurgical Group N.V. Announces Tantalum Strategic Partnership with Nippon Mining & Metals Corporation

announces strategic partnership between AMG , JX Nippon Mining & Metals Corporation and TANIOBIS GmbH for the production and supply of tantalum concentrate from AMG 's Mibra Mine located in the state of Minas Gerais in Brazil .

2

6/23/2020

Partner

United States

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10

3/23/2020

Partner

United States

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10

12/18/2019

Vendor

United States

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10

11/6/2019

Partner

United States

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10

Date

12/22/2022

6/23/2020

3/23/2020

12/18/2019

11/6/2019

Type

Partner

Partner

Partner

Vendor

Partner

Business Partner

Country

Japan

United States

United States

United States

United States

News Snippet

AMG Advanced Metallurgical Group N.V. Announces Tantalum Strategic Partnership with Nippon Mining & Metals Corporation

announces strategic partnership between AMG , JX Nippon Mining & Metals Corporation and TANIOBIS GmbH for the production and supply of tantalum concentrate from AMG 's Mibra Mine located in the state of Minas Gerais in Brazil .

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Sources

2

10

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

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Name

Nate Dalton

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Work History

Title

Founder, Chief Executive Officer, President, Chief Operating Officer

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Status

Former

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