---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-238996"
form_type: "8-K"
ticker: "SSNC"
cik: "0001402436"
company_name: "SS&C Technologies Holdings Inc"
filed_at: "2025-10-14T23:59:59+00:00"
generated_at: "2026-05-17T03:52:08.318320+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# SS&C completes $1.03B acquisition of Calastone; funds with $1.05B term loan

## Summary
- Purchase price ~£766M (~US $1.03B); funded with debt and cash; expected accretive within 12 months.
- SS&C upsized Term Loan B by $1.05B at SOFR+200, maturing 2031, proceeds used for acquisition.
- Calastone's 250 employees join SS&C Global Investor & Distribution Solutions, reporting to Nick Wright.
- Calastone is the largest global funds network; combined platform aims to reduce cost and complexity for fund industry.

## SEC filing metadata
- accession: 0001193125-25-238996
- form_type: 8-K
- ticker: SSNC
- cik: 0001402436
- company_name: SS&C Technologies Holdings Inc
- filed_at: 2025-10-14T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 1.01, 2.03, 2.01, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1402436/000119312525238996/0001193125-25-238996-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1402436/000119312525238996/ssnc-20251014.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-238996
- JSON: https://secwatch.observer/filing/0001193125-25-238996.json
- Plain text: https://secwatch.observer/filing/0001193125-25-238996.txt

## Source-grounded claims
- claim_id: f1f546bdebb2c9df004d9e02f092116e97a604f5
  claim: SS&C Technologies Holdings Inc incurred term loan of $1,050 million with Morgan Stanley Senior Funding, Inc. at Base Rate, plus 1.00% per annum, or the Term SOFR Rate, plus 2.00% per annum maturing May 9, 2031.
  evidence_excerpt: Funding, Inc., as the administrative agent, certain lenders party thereto and the other parties from time to time party thereto. Pursuant to the Amendment, SS&C Tech borrowed $1,050 million in aggregate principal amount of incremental term B-8 loans (the “Incremental Term B-8 Loans”). The net proceeds of the Incremental Term B-8 Loans were used to finance the
  evidence_url: https://www.sec.gov/Archives/edgar/data/1402436/000119312525238996/0001193125-25-238996-index.htm
- claim_id: 17b96246f4ef0b0544fdf18893110c0a791f1d16
  claim: SS&C Technologies Holdings Inc completed an acquisition involving Colossus Topco Limited (closed 2025-10-14).
  evidence_excerpt: On October 14, 2025, SS&C Technologies Holdings, Inc. (the “Company”) completed its previously announced acquisition of Colossus Topco Limited, the parent company of Calastone Limited
  evidence_url: https://www.sec.gov/Archives/edgar/data/1402436/000119312525238996/0001193125-25-238996-index.htm

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