About This Deal
Affiliated Managers Group acquired Mount Lucas Management, a transaction completed in July 2016, structured as cash (terms not disclosed). The deal was a Minority-stake investment.
Mount Lucas Management operates in Alternatives / managed futures, is based in Newtown, PA. On July 1, 2016 AMG completed a minority investment in Mount Lucas Management LP.
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
Mount Lucas Management
Value
Not disclosed
Date
July 2016
Type
Minority-stake investment
Status
Ready
Transaction Details
Target HQ
Newtown, PA
Segment
Alternatives / managed futures
Structure
Cash (terms not disclosed)
Announced
July 1, 2016
Closed
July 1, 2016
In Their Words
Capula Investment Management, LLP, Mount Lucas Management LP and Capeview Capital LLP, all of which closed on July 1, 2016Affiliated Managers Group, FY2016 Form 10-K
Advisors
Advisory firms were not disclosed for this transaction.
Related Deals & Entities
Sources:
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