About This Deal

Affiliated Managers Group acquired Inclusive Capital Partners, a transaction completed in January 2020, structured as cash (terms not disclosed). The deal was a Minority-stake investment.

Inclusive Capital Partners operates in ESG / impact, is based in San Francisco, CA. During 2020 AMG completed a minority investment in Inclusive Capital Partners LP, a newly founded firm focused on 'responsible capitalism' and ESG/impact investing.

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
Inclusive Capital Partners
Value
Not disclosed
Date
January 2020
Type
Minority-stake investment
Status
Ready

Transaction Details

Target HQ
San Francisco, CA
Segment
ESG / impact
Structure
Cash (terms not disclosed)
Announced
January 1, 2020
Closed
January 1, 2020

In Their Words

Inclusive Capital Partners LP, a newly founded investment firm focused on responsible capitalismAffiliated Managers Group, FY2020 Form 10-K

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

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