secwatch.observer — SEC 8-K summary
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Issuer:     SS&C Technologies Holdings Inc (SSNC)
CIK:        0001402436
Form:       8-K
Filed at:   2025-10-14T23:59:59+00:00
Accession:  0001193125-25-238996
Event type: m_and_a
Sentiment:  positive
Materiality: 0.75
Item codes: 1.01, 2.03, 2.01, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1402436/000119312525238996/0001193125-25-238996-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1402436/000119312525238996/ssnc-20251014.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-238996

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer