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New Deal


Announced

Franklin Templeton to acquire O'Shaughnessy Asset Management.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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quantitative money management

United States

Cross Border

Private

Majority

Pending

Friendly

Asset Managers and Custodians

Acquisition

Single Bidder

Synopsis

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Franklin Templeton, a global investment management organization, agreed to acquire O'Shaughnessy Asset Management, a quantitative asset management firm. Financial terms were not disclosed. “Custom Indexing is aligned with our commitment to bringing sophisticated customization to a broader investment audience, and I’m excited to welcome the OSAM team to Franklin Templeton,” Jenny Johnson, Franklin Templeton President and CEO.

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