An Experienced Global Investment Partner

AEA’s Inception

• In November of 1963, the initial idea for AEA was formed over lunch between J. Richardson Dilworth, the Rockefeller family’s financial advisor; George Love, chairman of both Chrysler and Consolidated Coal; and Sir Siegmund Warburg, of the London branch of the Warburg banking family

AEA’s Founding

• American European Associates founded with initial capital from the Rockefeller, Mellon and Harriman family interests
• Carl Hess named Chairman and President and becomes leader of New York investment team

Formalization of AEA’s Investment Program

• AEA’s investor network begins investing alongside founding families in a deal-by-deal investing structure, called AEA Investment Programs

John Whitehead Named Chairman

(Pictured far-right)

1991 Investment Program (AEA Fund I) Raised

• AEA establishes its first committed pool dedicated to middle market private equity

1997 Investment Program (AEA Fund II) Raised

Vincent Mai Named Chairman

Permanent European Presence Established

• London office opens

AEA Begins Adding Operating Partners

• AEA’s Operating Partners added to provide significant knowledge and expertise to the full cycle of AEA’s investment process, including strategic and operational support for portfolio companies

The AEA Culture Box is Created

• The AEA executive team came together to create the “Principles of AEA Culture” (see photo above). Once completed, the team created a glass box with the document enclosed in the lid to act as a constant reminder of the shared commitment to the firm and one another. Upon day one at AEA, all employees are encouraged to sign the AEA Culture Box, symbolizing a collective commitment to the fundamental principals of AEA’s unique culture

2003 Investment Program (AEA Fund III) Raised

AEA Partners with Read Ahead

• AEA becomes an official sponsor of Read Ahead, a reading-based mentoring program for elementary school students, through volunteer efforts, board leadership and financial support

AEA Expands Platform, Raising Private Debt and Small Business Private Equity Funds

• AEA Mezzanine Fund I and AEA Small Business Fund I raised

2006 Investment Program (AEA Fund IV) Raised

AEA Middle Market Debt Fund I Raised

Continued Momentum Across Geographies

• Shanghai office opens

AEA Expands Footprint in Europe

• Munich office opens

AEA SBF II Raised

AEA Middle Market Debt Fund II Raised

John Garcia Named Chairman

AEA Fund V Raised

Continued Growth Across Private Equity Strategies

• AEA Fund VI and SBF III raised

Formal Environmental, Social and Governance Policy Established

AEA Middle Market Debt Fund III Raised

AEA Establishes Partnership with Out 4 Undergrad

• AEA begins partnership with Out 4 Undergrad, a non-profit organization focused on helping young LGBT professionals reach their full potential in banking, consulting, private equity and other careers

AEA Women’s Leadership Network Established

• The Women’s Leadership Network provides AEA’s female professionals with access to opportunities to network and build relationships across the firm, develop and hone leadership skills and collaborate with one another, with the goal of advancing their careers

AEA Mezzanine Fund IV Raised

Record Fundraising Year – Cumulatively Raised Nearly $6.8 Billion, Most in AEA’s History

• AEA successfully completes fundraising for AEA Fund VII, SBF IV and Middle Market Debt Fund IV

AEA Continues to Grow Diversity, Equity and Inclusion Initiatives

• $1 million donation to organizations helping to close the inequality gap for underserved communities, all of which are supported by our employees

AEA Becomes Sponsor of Students for Educational Opportunity

• AEA becomes a proud partner to the Sponsors of Educational Opportunity (“SEO”) Alternative Investments Fellowship Program which supports investment banking analysts who are traditionally underrepresented in the alternative asset industry

Positioning the Firm for the Future

• AEA moves to larger New York Headquarters at 520 Madison, designed with a focus on collaboration and sustainability to accommodate the firm’s expanding team

Continuing to Expand AEA’s Commitment to DEI – AEA Launches Summer Internship Program for Students from Historically Black Colleges and Universities

• Interns gain valuable training and experience across all AEA strategies to better position them for future internships and full-time opportunities

Continued Strategic, Geographic and Digital Expansion

• AEA Elevate (fka AEA Growth) team joins to pursue high-growth opportunities in the tech-enabled, software and healthcare services spaces
• San Francisco office opens as headquarters for AEA Elevate team, broadening AEA’s West Coast presence
• Head of Data Analytics recruited to assist AEA and its portfolio companies with ongoing digital transformation