About This Deal

Affiliated Managers Group acquired Trilogy Global Advisors, a transaction completed in December 2010, structured as cash (terms not disclosed). The deal was a Minority-stake investment.

Trilogy Global Advisors operates in Emerging & global equity, is based in New York, NY / Florida. On December 3, 2010 AMG completed its investment in Trilogy Global Advisors, LLC, a manager of emerging- and global-market equity strategies.

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
Trilogy Global Advisors
Value
Not disclosed
Date
December 2010
Type
Minority-stake investment
Status
Ready

Transaction Details

Target HQ
New York, NY / Florida
Segment
Emerging & global equity
Structure
Cash (terms not disclosed)
Announced
December 3, 2010
Closed
December 3, 2010

In Their Words

On December 3, 2010, we completed our investment in Trilogy Global Advisors, LLC ("Trilogy").Affiliated Managers Group, FY2010 Form 10-K

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

See how VectorShift works for your firm

Request Demo