Ownership stake · Activity not yet classified
TOBAM
Transaction overview
Reported completed
Exact closing date not established.
TOBAM and Amundi announced a 17.5% minority equity investment on May 22, 2012, purchased from employees and CalPERS, alongside a distribution agreement. A November 14, 2016 report confirms that Amundi took its initial stake in June 2012. The exact closing day and consideration were not reported; the later increase to 20% is a separate transaction.
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
- TOBAM and Amundi strengthen their strategic partnership 14 November 2016 ↗
Official firm website · Published Nov 14, 2016
The November 14, 2016 retrospective expressly dates Amundi’s initial stake to June 2012, supporting completion without an exact closing day.
- TOBAM and Amundi sign partnership 22 May 2012 ↗
Official firm website · Published May 22, 2012
The May 22, 2012 announcement specifies a 17.5% minority equity stake purchased from employees and CalPERS and a separate distribution agreement.