About This Deal

Affiliated Managers Group acquired BlueMountain Capital Management, a transaction completed in December 2007, structured as cash (terms not disclosed). The deal was a Minority-stake investment.

BlueMountain Capital Management operates in Credit alternatives / hedge funds, is based in New York, USA & London, UK, had revenue of about $4.8 billion AUM. AMG acquired an equity interest in BlueMountain Capital Management, a New York- and London-based global credit alternatives manager specializing in relative-value strategies across corporate loan, bond, credit and equity derivatives markets. Founded in 2003 by Andrew Feldstein and Stephen Siderow, BlueMountain managed $4.8 billion (grown at a 26% CAGR over three years) with a team of more than 100 professionals. Management retained a majority of the equity and operating autonomy.

Broadening AMG's alternatives exposure with a fast-growing credit-derivatives franchise led by experienced founders.

Deal Terms

Acquirer
Affiliated Managers Group
Target
BlueMountain Capital Management
Value
Not disclosed
Date
December 2007
Type
Minority-stake investment
Status
Ready

Transaction Details

Target HQ
New York, USA & London, UK
Segment
Credit alternatives / hedge funds
Structure
Cash (terms not disclosed)
Target revenue
$4.8 billion AUM
Announced
December 11, 2007
Closed
December 11, 2007

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗ · SEC filing ↗

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