---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-21-308088"
form_type: "8-K"
ticker: "AMG"
cik: "0001004434"
company_name: "AFFILIATED MANAGERS GROUP, INC."
filed_at: "2021-10-26T23:59:59+00:00"
generated_at: "2026-06-28T17:48:45.123712+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.45
calibrated_materiality_score: 0.45
confidence: "high"
source: SEC EDGAR
---

# AMG refinances credit facilities with $1.25B revolver and $350M term loan due 2026

## Summary
- AMG enters into $1.25B senior unsecured multicurrency revolving credit facility maturing Oct 23, 2026.
- Also enters into $350M senior unsecured term loan facility maturing Oct 23, 2026.
- Can increase revolver commitments by up to $500M and term loan by up to $75M.
- Proceeds for working capital, investments, share repurchases, and dividends.
- Replaces prior credit agreements; contains leverage and interest coverage covenants.

## SEC filing metadata
- accession: 0001193125-21-308088
- form_type: 8-K
- ticker: AMG
- cik: 0001004434
- company_name: AFFILIATED MANAGERS GROUP, INC.
- filed_at: 2021-10-26T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.45
- calibrated_materiality_score: 0.45
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1004434/000119312521308088/0001193125-21-308088-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1004434/000119312521308088/d247160d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-21-308088
- JSON: https://secwatch.observer/filing/0001193125-21-308088.json
- Plain text: https://secwatch.observer/filing/0001193125-21-308088.txt

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