About This Deal

Affiliated Managers Group acquired Baker Street Advisors, a transaction completed in April 2015, structured as cash (terms not disclosed). The deal was a Majority-stake investment.

Baker Street Advisors operates in Wealth management, is based in San Francisco, CA. On April 1, 2015 AMG completed a majority investment in Baker Street Advisors, LLC, a wealth management firm.

Consistent with AMG's partnership model, the Affiliate's management retains equity and operating autonomy while AMG provides permanent capital, global distribution and strategic resources.

Deal Terms

Acquirer
Affiliated Managers Group
Target
Baker Street Advisors
Value
Not disclosed
Date
April 2015
Type
Majority-stake investment
Status
Ready

Transaction Details

Target HQ
San Francisco, CA
Segment
Wealth management
Structure
Cash (terms not disclosed)
Announced
April 1, 2015
Closed
April 1, 2015

In Their Words

completed majority investments in Baker Street Advisors, LLC on April 1, 2015Affiliated Managers Group, FY2015 Form 10-K

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

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