---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-22-289485"
form_type: "8-K"
ticker: "AMG"
cik: "0001004434"
company_name: "AFFILIATED MANAGERS GROUP, INC."
filed_at: "2022-11-21T23:59:59+00:00"
generated_at: "2026-06-21T14:43:27.811140+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# AMG extends revolver maturity to 2027; switches to Term SOFR from LIBOR

## Summary
- Revolving credit facility maturity extended by 1 year to October 25, 2027.
- Term SOFR replaces LIBOR as benchmark under both revolving and term loan agreements.
- Amendment executed with Bank of America as administrative agent and 14 other lenders.
- No material financial or covenant changes; representations and warranties reaffirmed.

## SEC filing metadata
- accession: 0001193125-22-289485
- form_type: 8-K
- ticker: AMG
- cik: 0001004434
- company_name: AFFILIATED MANAGERS GROUP, INC.
- filed_at: 2022-11-21T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/0001193125-22-289485-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/d403304d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-22-289485
- JSON: https://secwatch.observer/filing/0001193125-22-289485.json
- Plain text: https://secwatch.observer/filing/0001193125-22-289485.txt

## Key facts
- Debt Financings
  AFFILIATED MANAGERS GROUP, INC. amended revolving credit with Bank of America, N.A., as administrative agent at Term SOFR-based rate maturing October 25, 2027.
  - Instrument: revolving credit
  - Counterparty: Bank of America, N.A., as administrative agent
  - Rate: Term SOFR-based rate
  - Maturity: October 25, 2027
  - Event: amendment
  source text: The Revolving Credit Agreement Amendment (i) extends the maturity date of such revolving credit facility by 1 year to October 25, 2027, and (ii) replaces LIBOR with a Term SOFR-based rate as an applicable benchmark for the revolving credit facility provided under the Revolving Credit Agreement.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/0001193125-22-289485-index.htm
- Debt Financings
  AFFILIATED MANAGERS GROUP, INC. amended term loan with Bank of America, N.A., as administrative agent at Term SOFR-based rate.
  - Instrument: term loan
  - Counterparty: Bank of America, N.A., as administrative agent
  - Rate: Term SOFR-based rate
  - Event: amendment
  source text: The Term Credit Agreement Amendment also replaces LIBOR with a Term SOFR-based rate as an applicable benchmark for the term loan credit facility provided under the Term Credit Agreement.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/0001193125-22-289485-index.htm
- Material Agreements
  AFFILIATED MANAGERS GROUP, INC. amended Revolving Credit Agreement Amendment with Bank of America, N.A. and the other lending institutions party thereto (effective 2022-11-18).
  - Action: amendment
  - Agreement: credit facility
  - Counterparty: Bank of America, N.A. and the other lending institutions party thereto
  - Effective: 2022-11-18
  source text: On November 18, 2022, Affiliated Managers Group, Inc. (the “Company”) entered into (i) a First Amendment (the “Revolving Credit Agreement Amendment”) to that certain Second Amended and Restated Credit Agreement (the “Revolving Credit Agreement”) with Bank of America, N.A., as administrative agent, letter of credit issuer and swingline lender, and the other lending institutions from time to time party thereto
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/0001193125-22-289485-index.htm
- Material Agreements
  AFFILIATED MANAGERS GROUP, INC. amended Term Credit Agreement Amendment with Bank of America, N.A. and the other lending institutions party thereto (effective 2022-11-18).
  - Action: amendment
  - Agreement: credit facility
  - Counterparty: Bank of America, N.A. and the other lending institutions party thereto
  - Effective: 2022-11-18
  source text: and (ii) a First Amendment (the “Term Credit Agreement Amendment”) to that certain Fourth Amended and Restated Term Credit Agreement (the “Term Credit Agreement” and, together with the Revolving Credit Agreement, the “Credit Agreements”) with Bank of America, N.A., as administrative agent, and the other lending institutions from time to time party thereto
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312522289485/0001193125-22-289485-index.htm

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