Asset Management Finance Reports Four New Investmen
Addition of First European Investment: Towry Law
Lead Equity Investment: HighTower
First Investments in Credit Strategies and Private Equity Managers
January 25, 2010 09:33 AM Eastern Time
NEW YORK--(EON: Enhanced Online News)--Asset Management Finance LLC (“AMF”), an investment firm focused on the gl
wealth management sectors, announced today that it completed four new investments in December totaling approximately $200 milli
capital. These transactions bring AMF’s total capital invested to more than $500 million.
“We concluded 2009 with a flurry of exciting investments continuing our momentum at Asset Management Finance,” said Brian D.
executive officer. “In a single month, we completed our first pure equity investment, our first investment in a private equity firm, our f
investment, and our first investment in a credit hedge fund manager. These new investments have not only broadened our geographi
diversification, but have also demonstrated our flexibility in structuring tailored solutions.”
Since its inception in 2003, AMF has invested in 18 firms in the U.S., the U.K. and Australia, providing funding for recapitalizations
management buy-outs, acquisition financing, owner liquidity and other strategic investment objectives.
First European Investment
In December, AMF successfully completed its first European investment in noted UK independent fee-based wealth adviser, Towr
recent acquisition of the UK operations of Edward Jones Limited in November 2009, Towry Law has over 250 wealth advisers ser
60,000 clients with approximately £5 billion in assets under management or advice as of December 31, 2009.
Leads $100 Million Equity Investment
Also in December, AMF, whose model has historically focused on limited-term revenue share deals, completed its first pure equity
leading a $100 million investment in HighTower, a leading open-source financial services company serving high net worth clients. Hi
approximately $15 billion in assets as of D