Location: Chicago, Illinois
Investment Focus/Specialty: Multi-Strategy
Firm Summary
Geneva Investment Management of Chicago, LLC is an employee-owned and managed independent investment firm located in Chicago. Geneva
provides fee-based customized portfolio management services to individuals and
institutional clients located throughout the United States. Geneva was founded with one simple, yet important
objective - helping clients achieve their long-term financial goals. The investment professionals at Geneva are
dedicated to achieving outstanding long-term investment returns and providing the highest level of personalized service.
Transaction Summary
Geneva Investment Management partnered with AMF to facilitate its ownership succession plan. Geneva’s objective was
to align equity ownership within the Company in a way that best enabled it to retain and attract key personnel.
Partner Firm Perspective
"Being able to offer equity to current and prospective employees acts as a competitive advantage for us, and is consistent
with our culture of independence," said Robert Bridges, co-founder and portfolio manager. "We liked
everything about AMF: their approach, their flexibility, and above all, their people. We feel very comfortable with AMF
as our partner – their solution is pretty compelling, doesn’t change how we run our business and it leaves the employee-owners
of our firm with tremendous upside."