About This Deal

Affiliated Managers Group acquired Parnassus Investments, a transaction completed in October 2021, structured as cash (terms not disclosed). The deal was a Majority-stake investment.

Parnassus Investments operates in ESG equity funds, is based in San Francisco, CA. On October 1, 2021 AMG completed a majority investment in Parnassus Investments, a leading independent ESG-dedicated fund manager and AMG's largest ESG platform.

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
Parnassus Investments
Value
Not disclosed
Date
October 2021
Type
Majority-stake investment
Status
Ready

Transaction Details

Target HQ
San Francisco, CA
Segment
ESG equity funds
Structure
Cash (terms not disclosed)
Announced
October 1, 2021
Closed
October 1, 2021

In Their Words

we completed majority investments in Parnassus Investments, a leading independent ESG-dedicated fund managerAffiliated Managers Group, FY2021 Form 10-K

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

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