Ownership stake · Activity not yet classified

TOBAM

Transaction overview

Announced

Announced:

Exact closing date not established.

TOBAM announced on November 14, 2016 that it and Amundi had decided to increase Amundi’s stake to 20%, following dilution from employee capital increases. Employees would continue to hold the majority, and CalPERS remained a minority shareholder. The source does not report an exact closing day or consideration.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. TOBAM and Amundi strengthen their strategic partnership 14 November 2016 ↗

    Official firm website · Published Nov 14, 2016

    TOBAM announced on November 14, 2016 that it and Amundi had decided to increase Amundi’s stake to 20%, following dilution from employee capital increases. Employees would continue to hold the majority, and CalPERS remained a minority shareholder. The source does not report an exact closing day or consideration.

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TOBAM · RIA Monitor