About This Deal

Affiliated Managers Group acquired Friess Associates, a transaction completed in October 2001, structured as cash (terms not disclosed). The deal was a Majority-stake investment.

Friess Associates operates in Growth equity, is based in Greenville, Delaware, USA, had revenue of about $7.1 billion AUM. AMG acquired a majority equity interest in Friess Associates, the Greenville, Delaware growth-equity manager best known as advisor to the Brandywine Fund, with approximately $7.1 billion in assets under management. Founded in 1974 by Foster and Lynn Friess, the firm ran a growth discipline targeting companies growing earnings at least 20% annually. AMG later raised its stake to 70% in November 2004 by purchasing an additional 19% interest from founder Foster Friess.

Adding a widely recognized growth-equity manager with an outstanding long-term record to the Affiliate network while preserving the founders' discipline and autonomy.

Deal Terms

Acquirer
Affiliated Managers Group
Target
Friess Associates
Value
Not disclosed
Date
October 2001
Type
Majority-stake investment
Status
Ready

Transaction Details

Target HQ
Greenville, Delaware, USA
Segment
Growth equity
Structure
Cash (terms not disclosed)
Target revenue
$7.1 billion AUM
Announced
September 20, 2001
Closed
October 31, 2001

In Their Words

We are very pleased to form a partnership with Friess Associates and its excellent management team. Widely recognized as one of the leading growth equity managers in the industry, Friess Associates has an outstanding long-term investment record.William J. Nutt, Chairman and Chief Executive Officer, AMG

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗ · SEC filing ↗

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