About This Deal

Affiliated Managers Group acquired SouthernSun Asset Management, a transaction completed in March 2014, structured as cash (terms not disclosed). The deal was a Majority-stake investment.

SouthernSun Asset Management operates in Concentrated equity, is based in Memphis, TN. AMG completed a majority investment in SouthernSun Asset Management, LLC on March 31, 2014, a research-intensive manager of concentrated, long-term equity portfolios (announced December 2013).

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
SouthernSun Asset Management
Value
Not disclosed
Date
March 2014
Type
Majority-stake investment
Status
Ready

Transaction Details

Target HQ
Memphis, TN
Segment
Concentrated equity
Structure
Cash (terms not disclosed)
Announced
December 1, 2013
Closed
March 31, 2014

In Their Words

SouthernSun ... was completed on March 31, 2014Affiliated Managers Group, FY2014 Form 10-K

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

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