Affiliated Managers Group

Affiliated Managers Group, Inc. is a U.S.-based asset management company established in 1993, specializing in investment management services for mutual funds, institutional clients, and high-net-worth individuals. The firm partners with boutique investment management firms, providing advisory services and leveraging its scale to enhance growth and operational capabilities. Affiliated Managers Group offers a diverse range of investment products across various asset classes, including equities, fixed income, and alternative investments, and serves clients through multiple distribution channels. The company manages assets for foundations, endowments, and corporate retirement plans, utilizing a framework that aligns its interests with those of its affiliate partners. With a focus on operational autonomy for its affiliates, Affiliated Managers Group has grown its assets under management significantly, catering to both retail and institutional clients worldwide.

Robert James Bee

Head of Distribution UK and Director

Aaron M. Galis

Senior Vice President Finance

Jay Horgen

President and Chief Executive Officer

Alexandra Lynn

Executive Vice President, Corporate Strategy and Communications

Pam Price

Director of Human Resources

Laura Thompson

Senior Vice President, Finance

Thomas Wojcik

Chief Financial Officer

3 past transactions

Parnassus Investments

Acquisition in 2021
Parnassus Investments is an independent and employee-owned investment management company based in San Francisco, California. The firm seeks to invest in good businesses that have increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices. We believe the most attractive opportunities for investments arise when companies with good business fundamentals become temporarily undervalued. Their goal is to provide value to their shareholders by generating attractive risk-adjusted returns over the long-term. The firm was founded in 1984, and currently manages four fundamental, U.S., core equity strategies across multiple market capitalizations and one U.S., fixed income strategy.

Comvest Partners

Corporate Round in 2020
Comvest Partners is a private investment firm founded in 2000, specializing in providing equity and debt capital to lower middle-market companies across North America. Based in West Palm Beach, Florida, the firm has invested over $1.3 billion in more than 95 public and private enterprises. Comvest Partners operates several funds, including direct lending and buyout funds, which focus on various sectors such as manufacturing, industrial services, commercial services, healthcare, and information technology. The firm partners with company managers and owners to foster growth and create long-term value, leveraging the expertise of seasoned operating executives throughout the investment process.

EIG

Corporate Round in 2014
EIG Global Energy Partners is a private equity firm founded in 1982 and based in Washington, D.C., specializing in investments across the entire energy value chain. The firm focuses on upstream oil and gas, midstream, energy-related infrastructure, renewables, power generation, transmission and distribution, mining, real estate, and geothermal projects. EIG seeks to make control investments, typically taking majority stakes in its portfolio companies, with investment sizes ranging from $100 million to over $1 billion for general projects, and between $50 million and $200 million specifically for geothermal initiatives. The firm employs a variety of financial instruments, including common equity, senior debt, private placement debt, project debt, and structured equity securities. EIG operates globally, with a focus on regions such as Europe, Africa, the Middle East, Asia, the Pacific, Latin America, and North America, providing tailored financial solutions to support long-term success in the energy sector.