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AI brief of an SEC Form 8-K · Affiliated Managers (AMG)

AMG Prices $425 Million 5.500% Senior Notes Due 2036 to Redeem Trust Preferred

Neutral Impact 3 of 5 financing Written later

Affiliated Managers Group completed the sale of $425 million of 5.500% senior notes maturing February 15, 2036. The company plans to use the net proceeds to redeem in full its 5.15% Convertible Trust Preferred Securities due 2037, with any remainder for general corporate purposes. The filing is a debt financing that refinances existing securities and does not report new earnings or guidance.

Key points

  • Issued $425,000,000 aggregate principal of 5.500% Senior Notes due February 15, 2036
  • Interest payable February 15 and August 15 each year, beginning August 15, 2026
  • Proceeds intended to redeem in full the 5.15% Convertible Trust Preferred Securities due 2037 of AMG Capital Trust II
  • Underwriting agreement dated December 8, 2025 with BofA Securities, Citigroup Global Markets and Wells Fargo Securities as representatives

The filing

CompanyAffiliated Managers (AMG)
Form8-K, current report
Filed with the SECDec 11, 2025, 4:30 PM ET
Accession number0001193125-25-316053

Items reported: 1.01 Material Definitive Agreement2.03 New Direct Financial Obligation

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on December 11, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.