---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-072712"
form_type: "8-K"
ticker: "AMG"
cik: "0001004434"
company_name: "AFFILIATED MANAGERS GROUP, INC."
filed_at: "2024-03-20T23:59:59+00:00"
generated_at: "2026-06-04T11:12:32.836070+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# AMG completes $450M issuance of 6.750% junior subordinated notes due 2064

## Summary
- $450M aggregate principal sold; 6.750% fixed coupon, maturity March 30, 2064.
- Issued via underwriters BofA Securities, Morgan Stanley, RBC Capital Markets, Wells Fargo.
- Proceeds for general corporate purposes including debt repayment, share repurchases, investments.
- Notes redeemable at par on or after March 30, 2029; deferral of interest allowed.

## SEC filing metadata
- accession: 0001193125-24-072712
- form_type: 8-K
- ticker: AMG
- cik: 0001004434
- company_name: AFFILIATED MANAGERS GROUP, INC.
- filed_at: 2024-03-20T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1004434/000119312524072712/0001193125-24-072712-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1004434/000119312524072712/d797758d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-072712
- JSON: https://secwatch.observer/filing/0001193125-24-072712.json
- Plain text: https://secwatch.observer/filing/0001193125-24-072712.txt

## Key facts
- Debt Financings
  AFFILIATED MANAGERS GROUP, INC. incurred senior notes of $450,000,000 at 6.750% maturing March 30, 2064.
  - Instrument: senior notes
  - Principal: $450,000,000
  - Rate: 6.750%
  - Maturity: March 30, 2064
  - Event: incurrence
  source text: On March 20, 2024, Affiliated Managers Group, Inc. (the “Company”) completed the issuance and sale of $450,000,000 aggregate principal amount of the Company’s 6.750% Junior Subordinated Notes due 2064
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312524072712/0001193125-24-072712-index.htm
- Material Agreements
  AFFILIATED MANAGERS GROUP, INC. entered into Underwriting Agreement with BofA Securities, Inc., Morgan Stanley & Co. LLC, RBC Capital Markets, LLC, and Wells Fargo Securities, LLC (effective 2024-03-14).
  - Action: entry
  - Agreement: underwriting
  - Counterparty: BofA Securities, Inc., Morgan Stanley & Co. LLC, RBC Capital Markets, LLC, and Wells Fargo Securities, LLC
  - Effective: 2024-03-14
  source text: On March 14, 2024, the Company also entered into an underwriting agreement (the “Underwriting Agreement”) with BofA Securities, Inc., Morgan Stanley & Co. LLC, RBC Capital Markets, LLC, and Wells Fargo Securities, LLC, as representatives of the underwriters named therein.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312524072712/0001193125-24-072712-index.htm
- Material Agreements
  AFFILIATED MANAGERS GROUP, INC. entered into Fourth Supplemental Indenture with U.S. Bank National Association and U.S. Bank Trust Company, National Association valued at $450,000,000 aggregate principal amount (effective 2024-03-20).
  - Action: entry
  - Agreement: notes offering
  - Counterparty: U.S. Bank National Association and U.S. Bank Trust Company, National Association
  - Value: $450,000,000 aggregate principal amount
  - Effective: 2024-03-20
  source text: On March 20, 2024, Affiliated Managers Group, Inc. (the “Company”) completed the issuance and sale of $450,000,000 aggregate principal amount of the Company’s 6.750% Junior Subordinated Notes due 2064 (the “Initial Securities”), including $50,000,000 aggregate principal amount of the Company’s 6.750% Junior Subordinated Notes due 2064, pursuant to the underwriters’ option to purchase additional notes to cover over-allotments (together with the Initial Securities, the “Securities”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312524072712/0001193125-24-072712-index.htm

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