8-KRegulation FDExhibits & Filings

AFFILIATED MANAGERS GROUP, INC. 8-K Report, Regulation FD Disclosure (Sep 14, 2004)

Filed September 14, 2004For Securities:AMGMGRBMGRMGRDMGRE

Summary

Affiliated Managers Group, Inc. (AMG) announced on September 14, 2004, a definitive agreement to acquire the growth equity business of TimesSquare Capital Management, Inc. (TSCM), an investment management unit of CIGNA Corporation. This strategic transaction will result in the formation of a new entity, TimesSquare Capital Management, LLC, where AMG will hold a majority stake of approximately 60%, with the TSCM management team retaining the remaining approximately 40% and operational control. This acquisition significantly expands AMG's asset management capabilities by integrating TSCM's well-regarded growth-oriented small and mid-cap investment products. The business unit manages approximately $5.0 billion in assets for roughly 90 institutional clients, including prominent pension funds, endowments, and foundations. The proprietary investment process employed by TSCM's team, focused on fundamental research and management quality, is expected to enhance AMG's overall offerings and contribute to future growth.

Key Highlights

  • 1AMG enters into a definitive agreement to acquire the growth equity business of TimesSquare Capital Management, Inc. (TSCM).
  • 2A new entity, TimesSquare Capital Management, LLC, will be formed to operate the acquired business.
  • 3AMG will hold a controlling approximately 60% interest in the new entity, with the TSCM management team holding the remaining approximately 40%.
  • 4The acquired business manages approximately $5.0 billion in assets under management across 90 institutional clients.
  • 5The acquired business focuses on growth-oriented small and mid-cap investment strategies.
  • 6TSCM's management team will continue to direct the day-to-day operations of the business as an independent AMG Affiliate.
  • 7The terms of the transaction were not disclosed, and closing is subject to customary approvals.

Frequently Asked Questions

This filing announces AMG's definitive agreement to acquire the growth equity business of TimesSquare Capital Management, Inc. (TSCM), a division of CIGNA Corporation, and the subsequent formation of a new entity named TimesSquare Capital Management, LLC.

The acquired business manages approximately $5.0 billion in assets, focusing on growth-oriented small and mid-cap investment strategies. These assets are held for approximately 90 institutional clients, including pension funds, endowments, and foundations.

AMG will hold a majority stake of approximately 60% in the new entity, TimesSquare Capital Management, LLC. The management team of the acquired business will hold the remaining approximately 40% and will be responsible for directing the day-to-day operations as an independent AMG Affiliate.

No, the terms of the transaction were not disclosed in this filing. The closing of the acquisition is contingent upon receiving customary approvals.