---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-316053"
form_type: "8-K"
ticker: "AMG"
cik: "0001004434"
company_name: "AFFILIATED MANAGERS GROUP, INC."
filed_at: "2025-12-11T23:59:59+00:00"
generated_at: "2026-05-16T13:27:16.442871+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# AMG issues $425M of 5.500% Senior Notes due 2036 to refinance trust preferred

## Summary
- Issued $425M aggregate principal of 5.500% Senior Notes due February 15, 2036.
- Interest payable semi-annually on Feb 15 and Aug 15, beginning Aug 15, 2026.
- Net proceeds to redeem in full 5.15% Convertible Trust Preferred Securities due 2037 of AMG Capital Trust II.
- Remaining net proceeds for general corporate purposes.
- Notes are unsecured, unsubordinated, and redeemable at make-whole price; underwriters include BofA, Citigroup, Wells Fargo.

## SEC filing metadata
- accession: 0001193125-25-316053
- form_type: 8-K
- ticker: AMG
- cik: 0001004434
- company_name: AFFILIATED MANAGERS GROUP, INC.
- filed_at: 2025-12-11T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1004434/000119312525316053/0001193125-25-316053-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1004434/000119312525316053/d933301d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-316053
- JSON: https://secwatch.observer/filing/0001193125-25-316053.json
- Plain text: https://secwatch.observer/filing/0001193125-25-316053.txt

## Key facts
- Debt Financings
  AFFILIATED MANAGERS GROUP, INC. incurred senior notes of $425,000,000 aggregate principal amount with U.S. Bank National Association and U.S. Bank Trust Company, National Association at 5.500% per year maturing February 15, 2036.
  - Instrument: senior notes
  - Principal: $425,000,000 aggregate principal amount
  - Counterparty: U.S. Bank National Association and U.S. Bank Trust Company, National Association
  - Rate: 5.500% per year
  - Maturity: February 15, 2036
  - Event: incurrence
  source text: On December 11, 2025, Affiliated Managers Group, Inc. (the “Company”) completed the issuance and sale of $425,000,000 aggregate principal amount of the Company’s 5.500% Senior Notes due 2036 (the “Securities”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312525316053/0001193125-25-316053-index.htm
- Material Agreements
  AFFILIATED MANAGERS GROUP, INC. amended Third Supplemental Indenture with U.S. Bank National Association and U.S. Bank Trust Company, National Association valued at $425,000,000 (effective 2025-12-11).
  - Action: amendment
  - Agreement: notes offering
  - Counterparty: U.S. Bank National Association and U.S. Bank Trust Company, National Association
  - Value: $425,000,000
  - Effective: 2025-12-11
  source text: On December 11, 2025, Affiliated Managers Group, Inc. (the “Company”) completed the issuance and sale of $425,000,000 aggregate principal amount of the Company’s 5.500% Senior Notes due 2036 (the “Securities”). The Securities were issued pursuant to a senior notes indenture, dated as of June 5, 2020 (the “Base Indenture”), as supplemented by the third supplemental indenture thereto, dated as of December 11, 2025 (the “Third Supplemental Indenture”
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312525316053/0001193125-25-316053-index.htm
- Material Agreements
  AFFILIATED MANAGERS GROUP, INC. entered into Underwriting Agreement with BofA Securities, Inc., Citigroup Global Markets Inc. and Wells Fargo Securities, LLC (effective 2025-12-08).
  - Action: entry
  - Agreement: underwriting
  - Counterparty: BofA Securities, Inc., Citigroup Global Markets Inc. and Wells Fargo Securities, LLC
  - Effective: 2025-12-08
  source text: On December 8, 2025, the Company also entered into an underwriting agreement (the “Underwriting Agreement”) with BofA Securities, Inc., Citigroup Global Markets Inc. and Wells Fargo Securities, LLC, as representatives of the underwriters named therein.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1004434/000119312525316053/0001193125-25-316053-index.htm

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