Madison Investments Announces Ownership Transfer to Employees
Madison Investments Announces Ownership Transfer to Employees
Change in control reinforces commitment to independence and long-term focus
控制權的變化加強了對獨立和長期關注的承諾
MADISON, Wis., Aug. 18, 2023 (GLOBE NEWSWIRE) -- Madison Investments Holdings, Inc. ("Madison Investments"), an independently-held investment management firm known for its expertise in actively managed, high-quality portfolios, is pleased to announce that majority ownership will be transferred from the firm's founder, Frank Burgess, to the firm and current, long-standing team of senior management, investment professionals, and employees.
麥迪遜，威斯康星州，2023年8月18日(Global Newswire)--麥迪遜投資控股公司(“Madison Investments”)是一家獨立控股的投資管理公司，以其在積極管理的高質量投資組合方面的專長而聞名，該公司高興地宣佈，多數股權將從公司創始人Frank Burgess移交給公司和目前由高級管理層、投資專業人士和員工組成的長期團隊。
The change in control reflects the firm's commitment to maintaining its independent, employee-owned status and preserving its distinctive owner-operator culture. This broad-based equity ownership structure will ensure that the current culture, which is conducive to high investment performance, a focus on client results, and an exceptional customer experience, will continue uninterrupted.
控制權的變化反映了該公司致力於保持其獨立的、員工所有的地位，並保持其獨特的所有者-經營者文化。這種基礎廣泛的股權結構將確保當前的文化將不間斷地繼續下去，這種文化有利於高投資業績、注重客戶結果和卓越的客戶體驗。
"Madison Investments has passionately served a wide array of clients for nearly 50 years," stated Steven Carl, Chair of the Executive Committee of Madison Investments. "This ownership transition to the next generation of firm leaders and investment professionals secures the legacy of Madison Investments and continues the alignment of incentives between our employees and the clients that have entrusted us with their assets. The firm is extremely well positioned to continue delivering an excellent investment experience for years to come."
麥迪遜投資公司執行委員會主席史蒂文·卡爾說：“近50年來，麥迪遜投資公司一直熱情地為廣泛的客戶服務。這種向下一代公司領導人和投資專業人士的所有權過渡確保了麥迪遜投資公司的遺產，並繼續保持了我們的員工和委託我們管理他們的資產的客戶之間的激勵措施。該公司處於非常有利的地位，將在未來幾年繼續提供出色的投資體驗。“
The ownership transfer serves as the final phase of a comprehensive succession plan and is scheduled to go into effect in the fourth quarter of 2023.
所有權轉移是全面繼任計劃的最後階段，計劃於2023年第四季度生效。
About Madison Investments
Madison Investments is an independent investment management firm based in Madison, WI. The firm was founded in 1974, has approximately $22.9 billion in assets under management as of June 30, 2023, and is recognized as one of the nation's top investment firms. Madison Investments offers domestic fixed income, U.S. and international equity, covered call, multi-asset, insurance, and credit union investment management strategies.
關於麥迪遜投資公司
麥迪遜投資公司是一家總部設在威斯康星州麥迪遜的獨立投資管理公司。該公司成立於1974年，截至2023年6月30日管理的資產約為229億美元，被公認為美國最頂尖的投資公司之一。麥迪遜投資公司提供國內固定收益、美國和國際股權、備兌買入、多資產、保險和信用社投資管理策略。
"Madison" and/or "Madison Investments" is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC, and Madison Investment Advisors, LLC. Madison Funds are distributed by MFD Distributor, LLC. Madison is registered as an investment adviser with the U.S. Securities and Exchange Commission. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer and is a member firm of the Financial Industry Regulatory Authority ().
“Madison”和/或“Madison Investments”是Madison Investment Holdings，Inc.、Madison Asset Management，LLC和Madison Investment Advisors，LLC的統一商標名稱。麥迪遜基金由MFD Distributor，LLC分銷。麥迪遜在美國證券交易委員會註冊為投資顧問。MFD分銷商，LLC在美國證券交易委員會註冊為經紀交易商，是金融行業監管機構()的成員公司。
CONTACT: Media contact Matt Perry, Madison Investments, Marketing and Communications mattp@madisonadv.com 608-216-9177
媒體聯繫人：麥迪遜投資公司營銷和聯絡部馬特·佩裡電話：608-216-9177
譯文內容由第三人軟體翻譯。