---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-22-123317"
form_type: "8-K"
ticker: "RRX"
cik: "0000082811"
company_name: "REGAL REXNORD CORP"
filed_at: "2022-12-01T23:59:59+00:00"
generated_at: "2026-06-21T11:19:55.763352+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Regal Rexnord secures $240M incremental term loans and $70M revolver increase for Altra acquisition

## Summary
- Incremental term loan commitments of $240M established; revolver increased by $70M to $1.57B.
- Proceeds will finance part of the pending acquisition of Altra Industrial Motion Corp.
- Bridge Facility commitments reduced dollar-for-dollar by the $240M incremental term loans.
- If closing not by Feb 15, 2023, ticking fees of 0.25% (term loans) and 0.15% (revolver) commence.
- Incremental term loan maturity date same as existing Term A-1 loans; quarterly amortization at 1.25%.

## SEC filing metadata
- accession: 0001104659-22-123317
- form_type: 8-K
- ticker: RRX
- cik: 0000082811
- company_name: REGAL REXNORD CORP
- filed_at: 2022-12-01T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/82811/000110465922123317/0001104659-22-123317-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/82811/000110465922123317/tm2231657d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-22-123317
- JSON: https://secwatch.observer/filing/0001104659-22-123317.json
- Plain text: https://secwatch.observer/filing/0001104659-22-123317.txt

## Key facts
- Debt Financings
  REGAL REXNORD CORP amended revolving credit of $70,000,000 with JPMorgan Chase Bank, N.A. (as Administrative Agent) at Not specified maturing Refer to Credit Agreement.
  - Instrument: revolving credit
  - Principal: $70,000,000
  - Counterparty: JPMorgan Chase Bank, N.A. (as Administrative Agent)
  - Rate: Not specified
  - Maturity: Refer to Credit Agreement
  - Event: amendment
  source text: Among other things, as more fully set forth therein, the Assumption Agreement (i) establishes incremental term loan commitments of $240,000,000 (the “Incremental Term Loan Commitments”), to be funded in connection with the closing of the proposed transaction pursuant to the Agreement and Plan of Merger, among the Company, Aspen Sub, Inc. (“Merger Sub”), a wholly owned subsidiary of the Company, and Altra Industrial Motion Corp. (“Altra”), with respect to a merger of Merger Sub with and into Altra with Altra surviving the merger as a wholly owned subsidiary of the Company (the “Proposed Transaction”), which upon funding will be the same class of term A-1 loans as under the Credit Agreement and (ii) provides an increase of $70,000,000 in the aggregate principal amount of the revolving commitments under the Credit Agreement upon consummation of the Proposed Transaction.
  evidence_url: https://www.sec.gov/Archives/edgar/data/82811/000110465922123317/0001104659-22-123317-index.htm
- Debt Financings
  REGAL REXNORD CORP amended term loan of $240,000,000 with JPMorgan Chase Bank, N.A. (as Administrative Agent) at Not specified maturing Refer to Credit Agreement.
  - Instrument: term loan
  - Principal: $240,000,000
  - Counterparty: JPMorgan Chase Bank, N.A. (as Administrative Agent)
  - Rate: Not specified
  - Maturity: Refer to Credit Agreement
  - Event: amendment
  source text: Among other things, as more fully set forth therein, the Assumption Agreement (i) establishes incremental term loan commitments of $240,000,000 (the “Incremental Term Loan Commitments”), to be funded in connection with the closing of the proposed transaction pursuant to the Agreement and Plan of Merger, among the Company, Aspen Sub, Inc. (“Merger Sub”), a wholly owned subsidiary of the Company, and Altra Industrial Motion Corp. (“Altra”), with respect to a merger of Merger Sub with and into Altra with Altra surviving the merger as a wholly owned subsidiary of the Company (the “Proposed Transaction”), which upon funding will be the same class of term A-1 loans as under the Credit Agreement and (ii) provides an increase of $70,000,000 in the aggregate principal amount of the revolving commitments under the Credit Agreement upon consummation of the Proposed Transaction.
  evidence_url: https://www.sec.gov/Archives/edgar/data/82811/000110465922123317/0001104659-22-123317-index.htm
- Material Agreements
  REGAL REXNORD CORP entered into Incremental Assumption Agreement with JPMorgan Chase Bank, N.A. as administrative agent valued at Incremental term loan commitments of $240,000,000 and increase of $70,000,000 in revolving commitmen (effective 2022-11-30).
  - Action: entry
  - Agreement: credit facility
  - Counterparty: JPMorgan Chase Bank, N.A. as administrative agent
  - Value: Incremental term loan commitments of $240,000,000 and increase of $70,000,000 in revolving commitmen
  - Effective: 2022-11-30
  source text: Among other things, as more fully set forth therein, the Assumption Agreement (i) establishes incremental term loan commitments of $240,000,000 (the “Incremental Term Loan Commitments”), to be funded in connection with the closing of the proposed transaction pursuant to the Agreement and Plan of Merger, among the Company, Aspen Sub, Inc. (“Merger Sub”), a wholly owned subsidiary of the Company, and Altra Industrial Motion Corp. (“Altra”), with respect to a merger of Merger Sub with and into Altra with Altra surviving the merger as a wholly owned subsidiary of the Company (the “Proposed Transaction”), which upon funding will be the same class of term A-1 loans as under the Credit Agreement and (ii) provides an increase of $70,000,000 in the aggregate principal amount of the revolving commitments under the Credit Agreement upon consummation of the Proposed Transaction.
  evidence_url: https://www.sec.gov/Archives/edgar/data/82811/000110465922123317/0001104659-22-123317-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.