secwatch / observer
8-K filed May 8, 2024, 7:59 PM ET ticker ANG-PD CIK 0001039828
M&A confidence high sentiment neutral materiality 1.00

American National Group Inc. formed after merger with Brookfield; $1.75B term loan and preferred ticker change

American National Group Inc.

Machine-readable event card

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ANG-PD
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0001039828
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American National Group Inc.
filed_at
2024-05-08T23:59:59+00:00
discovered_at
2026-05-14T18:03:16.986398+00:00
generated_at
2026-06-02T08:31:26.734366+00:00
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https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/0001104659-24-058469-index.htm
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https://www.sec.gov/Archives/edgar/data/1039828/000110465924058469/tm2413694d1_8k.htm
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Source-grounded claims

8c984b60d0cacc325eb887481fb58ccac9b10f20

American National Group Inc. incurred senior notes of $500 million with Wilmington Trust, National Association at 6.144% per annum maturing June 13, 2032.

On June 13, 2022, ANAT issued $500 million aggregate principal amount of its 6.144% Senior Notes due 2032 (the “ 2032 Notes ”) pursuant to an Indenture, dated as of June 13, 2022 (the “ Base Indenture ”), by and between ANAT and Wilmington Trust, National Association, as trustee (the “ Trustee ”).

SEC 8-K Item 2.03/2.04 confidence 0.95 SEC evidence

bbb354b511848e3ec566df186ca6173e5c03fa3b

American National Group Inc. incurred term loan of $1,750,000,000 with Bank of Montreal at bear interest as determined in accordance with the Term Loan Agreement maturing May 25, 2027.

On May 7, 2024 (the “ Effective Date ”), American Equity Investment Life Holding Company, an Iowa corporation (the “ Company ”), entered into a new term loan agreement (the “ Term Loan Agreement ”), among the Company, the lenders from time to time party thereto and Bank of Montreal, as administrative agent. The Term Loan Agreement provides for the incurrence of $1,750,000,000 in senior unsecured term loans (the “ Term Loans ”) with the potential to incur additional incremental term facilities. The Term Loans will mature on May 25, 2027 and will bear interest as determined in accordance with the Term Loan Agreement.

SEC 8-K Item 2.03/2.04 confidence 0.98 SEC evidence

8a83caf1cd612355929732ce119b02b44856efeb

American National Group Inc. underwent a change of control involving Brookfield Reinsurance Ltd. for Merger of American National Group, LLC with and into the Company, resulting in the Company becoming an indirect wholly-owned subsidiary of Brookfield Reinsuranc (closed 2024-05-07).

On the Effective Date, the Company, completed its previously announced merger with American National Group, LLC, a Delaware limited liability company (“ ANAT ”) and an indirect, wholly-owned subsidiary of Brookfield Reinsurance Ltd. (“ Brookfield Reinsurance ”).

SEC 8-K Item 2.01/5.01 confidence 0.95 SEC evidence

0785afe95127bd4e50bacc0d206c3e5fecba863f

American National Group Inc. entered into Term Loan Agreement with Bank of Montreal valued at $1,750,000,000 (effective 2024-05-07).

On May 7, 2024 (the “ Effective Date ”), American Equity Investment Life Holding Company, an Iowa corporation (the “ Company ”), entered into a new term loan agreement (the “ Term Loan Agreement ”), among the Company, the lenders from time to time party thereto and Bank of Montreal, as administrative agent.

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

2c5583686911acbd7538fe7ed08bf81e945434a1

American National Group Inc. terminated Credit Agreement with Citizens Bank, N.A. (effective 2024-05-07).

On the Effective Date, the Company repaid in full all indebtedness and other obligations outstanding under, and terminated, the Credit Agreement, dated as of February 15, 2022, among the Company, the lenders party thereto, and Citizens Bank, N.A., as administrative agent.

SEC 8-K Item 1.01/1.02 confidence 0.9 SEC evidence

Comparable filings

OCFC

OceanFirst closes acquisition of Flushing Financial; issues shares to Warburg Pincus

OCEANFIRST FINANCIAL CORP June 1, 2026, 5:19 PM ET m_and_a Items 1.01, 3.02, 2.01, 2.03, 3.03, 5.02, 5.03, 7.01, 9.01

same fact type: debt_financing, ma_transaction same SEC item: 1.01, 2.01, 2.03, 5.03, 7.01, 9.01 same event type: m_and_a similar materiality

This filing

On June 13, 2022, ANAT issued $500 million aggregate principal amount of its 6.144% Senior Notes due 2032 (the “ 2032 Notes ”) pursuant to an Indenture, dated as of June 13, 2022 (the “ Base Indenture ”), by and between ANAT and Wilmington Trust, National Association, as trustee (the “ Trustee ”).

Comparable filing

$65,000,000 in aggregate principal amount of 6.000% Fixed-to-Floating Rate Subordinated Notes due 2032

Filing page SEC filing

Enviri II Corp

New Enviri completes spin-off; starts trading June 2 under NVRI; ~$1.2B revenue, ~$140M EBITDA

Enviri II Corp June 1, 2026, 5:18 PM ET m_and_a Items 1.01, 2.03, 3.03, 5.03, 5.01, 5.02, 5.05, 7.01, 9.01

same fact type: debt_financing, ma_transaction, material_agreement same SEC item: 1.01, 2.03, 5.03, 7.01, 9.01 same event type: m_and_a similar materiality

This filing

On June 13, 2022, ANAT issued $500 million aggregate principal amount of its 6.144% Senior Notes due 2032 (the “ 2032 Notes ”) pursuant to an Indenture, dated as of June 13, 2022 (the “ Base Indenture ”), by and between ANAT and Wilmington Trust, National Association, as trustee (the “ Trustee ”).

Comparable filing

The Credit Agreement provides for (i) a revolving credit facility in an aggregate principal amount of $152.0 million (such facility, the “Revolving Credit Facility”)

Filing page SEC filing

TIPT

Tiptree completes $1.65B sale of Fortegra to DB Insurance, receives ~$1.08B proceeds

TIPTREE INC. May 29, 2026, 4:03 PM ET m_and_a Items 1.01, 2.01, 1.02, 8.01, 9.01

same fact type: ma_transaction same SEC item: 1.01, 1.02, 2.01, 8.01, 9.01 same event type: m_and_a similar materiality

This filing

On the Effective Date, the Company, completed its previously announced merger with American National Group, LLC, a Delaware limited liability company (“ ANAT ”) and an indirect, wholly-owned subsidiary of Brookfield Reinsurance Ltd. (“ Brookfield Reinsurance ”).

Comparable filing

on April 8, 2026, executed a joinder to the Merger Agreement to become a party thereto. Pursuant to the Merger Agreement, Purchaser acquired Fortegra for a purchase price of $1.65 billion in cash (subject to certain adjustments set forth in the Merger Agreement) by means of a merger of Merger Sub with and into Fortegra, with Fortegra surviving the Merger (the “

Filing page SEC filing

AMWD

American Woodmark completes merger with MasterBrand; shareholders receive 5.150 MBC shares per share

AMERICAN WOODMARK CORP May 28, 2026, 9:17 AM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 7.01, 9.01

same fact type: ma_transaction same SEC item: 1.02, 2.01, 5.03, 7.01, 9.01 same event type: m_and_a similar materiality

This filing

On the Effective Date, the Company, completed its previously announced merger with American National Group, LLC, a Delaware limited liability company (“ ANAT ”) and an indirect, wholly-owned subsidiary of Brookfield Reinsurance Ltd. (“ Brookfield Reinsurance ”).

Comparable filing

Merger Consideration Pursuant to the Merger Agreement, at the Effective Time, each share of American Woodmark common stock outstanding was converted into the right to receive 5.150 shares of MasterBrand common stock (such ratio, the “Exchange Ratio”), plus cash in lieu of any fractional shares. Treatment of American Woodmark Equity Awards Pursuant to the

Filing page SEC filing

MBC

MasterBrand completes all-stock merger with American Woodmark; expects $90M annual cost synergies by year 3

MasterBrand, Inc. May 28, 2026, 9:11 AM ET m_and_a Items 2.01, 2.03, 5.02, 7.01, 9.01

same fact type: debt_financing, ma_transaction same SEC item: 2.01, 2.03, 7.01, 9.01 same event type: m_and_a similar materiality

This filing

On June 13, 2022, ANAT issued $500 million aggregate principal amount of its 6.144% Senior Notes due 2032 (the “ 2032 Notes ”) pursuant to an Indenture, dated as of June 13, 2022 (the “ Base Indenture ”), by and between ANAT and Wilmington Trust, National Association, as trustee (the “ Trustee ”).

Comparable filing

On May 28, 2026, MasterBrand drew down the full $375 million available under the Term Loan A.

Filing page SEC filing

Veris Residential, L.P.

Veris Residential taken private in $3.5B all-cash acquisition by Affinius Capital consortium

Veris Residential, L.P. May 27, 2026, 4:44 PM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 8.01, 9.01

same fact type: ma_transaction same SEC item: 1.02, 2.01, 5.03, 8.01, 9.01 same event type: m_and_a similar materiality

This filing

On the Effective Date, the Company, completed its previously announced merger with American National Group, LLC, a Delaware limited liability company (“ ANAT ”) and an indirect, wholly-owned subsidiary of Brookfield Reinsurance Ltd. (“ Brookfield Reinsurance ”).

Comparable filing

and (ii) any direct or indirect wholly owned subsidiary of the Company, if any) was automatically cancelled and converted into the right to receive an amount equal to $19.00 per Share in cash, without interest thereon (the “ Merger Consideration ”), ceased to be outstanding and was automatically cancelled and ceased to exist; and · Merger Sub II

Filing page SEC filing

NVRI

Enviri completes sale of Clean Earth to Veolia for $3.04B; spins off remaining businesses as New Enviri

ENVIRI Corp June 1, 2026, 5:15 PM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 9.01

same fact type: ma_transaction, material_agreement same SEC item: 1.02, 2.01, 9.01 same event type: m_and_a similar materiality

This filing

On the Effective Date, the Company, completed its previously announced merger with American National Group, LLC, a Delaware limited liability company (“ ANAT ”) and an indirect, wholly-owned subsidiary of Brookfield Reinsurance Ltd. (“ Brookfield Reinsurance ”).

Comparable filing

On June 1, 2026, pursuant to the terms of the Separation Agreement and the Merger Agreement, the following series of transactions occurred

Filing page SEC filing

NCSM

Weatherford to acquire NCS Multistage for 0.463 shares per NCS share; expected close H2 2026

NCS Multistage Holdings, Inc. June 1, 2026, 8:43 PM ET m_and_a Items 1.01, 5.07, 8.01, 9.01

same fact type: material_agreement same SEC item: 1.01, 8.01, 9.01 same event type: m_and_a similar materiality

This filing

On May 7, 2024 (the “ Effective Date ”), American Equity Investment Life Holding Company, an Iowa corporation (the “ Company ”), entered into a new term loan agreement (the “ Term Loan Agreement ”), among the Company, the lenders from time to time party thereto and Bank of Montreal, as administrative agent.

Comparable filing

On May 31, 2026, NCS Multistage Holdings, Inc., a Delaware corporation (“ NCS ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”), by and among NCS, Weatherford International plc, an Irish public limited company (“ Weatherford ”), and Trinity Bell Sub, Inc., a Delaware corporation and wholly owned subsidiary of Weatherford (“ Merger Sub ”), pursuant to which, upon the terms and subject to the conditions set forth therein, Merger Sub will merge with and into NCS (the “ Merger ”), with NCS surviving the Merger as a wholly owned subsidiary of Weatherford.

Filing page SEC filing

Source: SEC EDGAR
accession 0001104659-24-058469

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