On the Record · Affiliated Managers Group
Affiliated Managers Group acquisitions, on the record
The businesses Affiliated Managers Group bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.
Deals its annual reports describe
| Business | Deal | When | Value |
|---|---|---|---|
Veritable, LP ("Veritable")Word for word“In the third quarter of 2023, we completed the sale of our equity interest in Veritable, LP (“Veritable”) (the “Veritable Transaction”).” 10-K for 2023 | divestiture | In the third quarter of 2023 | — |
Baring Private Equity Asia ("BPEA")Word for word“In the fourth quarter of 2022, we completed the sale of our equity interest in Baring Private Equity Asia (“BPEA”) to EQT AB (“EQT”), a public company listed on Nasdaq Stockholm (EQT.ST), (the “BPEA Transaction”) in connection with the strategic combination of BPEA and EQT.” 10-K for 2023 | divestiture | In the fourth quarter of 2022 | — |
Veritable, LPWord for word“In the third quarter of 2023, the Company completed the sale of its equity interest in Veritable, LP (“Veritable”), one of the Company’s consolidated Affiliates, (the “Veritable Transaction”).” 10-K for 2024 | divestiture | In the third quarter of 2023 | — |
Montefiore InvestmentWord for word“In the fourth quarter of 2025, we completed our minority investments in Montefiore Investment (“Montefiore”), a European private equity firm focused on the services sector, and Qualitas Energy , a renewables-focused global infrastructure manager specializing in energy transition.” 10-K for 2025 | acquisition | In the fourth quarter of 2025 | — |
Qualitas EnergyWord for word“In the fourth quarter of 2025, we completed our minority investments in Montefiore Investment (“Montefiore”), a European private equity firm focused on the services sector, and Qualitas Energy , a renewables-focused global infrastructure manager specializing in energy transition.” 10-K for 2025 | acquisition | In the fourth quarter of 2025 | — |
BBH Credit PartnersWord for word“In January 2026, the Company completed the previously announced agreement with Brown Brothers Harriman (“BBH”), a privately held global financial services firm, to acquire a minority equity interest in BBH Credit Partners, a newly formed subsidiary of BBH focused on structured and alternative credit investment strategies.” 10-K for 2025 | acquisition | In January 2026 | — |
Peppertree Capital Management, Inc.Word for word“In the third quarter of 2025, the Company completed the sale of its minority equity interest in Peppertree Capital Management, Inc. (“Peppertree”), as part of the announced acquisition of Peppertree by TPG Inc. (“TPG”), a public company listed on the Nasdaq Global Select Market.” 10-K for 2025 | divestiture | In the third quarter of 2025 | — |
Comvest's private credit businessWord for word“Pursuant to the terms of the agreement, we received total cash consideration of $282.0 million for our portion of Comvest’s private credit business and our gain from the transaction was $227.6 million .” 10-K for 2025 | divestiture | — | $282.0 million |
Montrusco Bolton Investments Inc.Word for word“In December 2025, the Company completed the sale of its minority equity interest in Montrusco Bolton Investments Inc. (“Montrusco Bolton”) to Walter Global Asset Management Inc.” 10-K for 2025 | divestiture | In December 2025 | — |
| Fiscal year ended | Goodwill from acquisitions |
|---|---|
| 2016-12-31 | $0 |
| 2020-12-31 | $0 |
| 2021-12-31 | $30.5 million |
| 2022-12-31 | $0 |
Deal filings since 2016
- 2026-06-09 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-12-11 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2024-11-15 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2024-08-20 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2024-03-20 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-11-21 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-10-26 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-07-13 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-06-11 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-01-08 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2020-09-23 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2020-06-05 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-03-27 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-01-22 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-03-08 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
Read from Affiliated Managers Group’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-17. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.