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AMG To Acquire Majority Interest In US Asset Manager

Eliane Chavagnon

20 December 2013

Affiliated Managers Group, a global asset management company, is to acquire a majority equity interest in SouthernSun Asset Management. Terms of the transaction were not disclosed.

After the closing of the transaction, SouthernSun’s partners will continue to hold a substantial portion of the equity of the business and direct its day-to-day operations, AMG said.

SouthernSun was founded in 1989 and has some $5 billion in assets under management. The firm offers US small- and mid-cap strategies and a recently launched global investment strategy.  

As part of the transaction, SouthernSun’s senior professionals have agreed to long-term commitments with the firm, and the SouthernSun funds will become part of AMG’s mutual fund platform. AMG will also acquire the entire ownership interest of the outside investors in the firm.