Artisan Partners Asset Management Inc. (APAM): debt financing — Artisan Partners issues $50M 5.43% Series G Senior Notes due 2030 to refinance Series D

Artisan Partners Asset Management Inc.

Issued $50M Series G Senior Notes at 5.43% per annum, due August 16, 2030.
Proceeds will repay $50M Series D senior notes maturing in August 2025.
Financial covenants: leverage ratio ≤3.00x; interest coverage ≥4.00x.
Annual meeting approved all seven director nominees, advisory say-on-pay, and PwC ratification.
Change-in-control or AUM below $45B triggers mandatory prepayment offer.

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

Artisan Partners Asset Management Inc. incurred senior notes of $50 million with note purchasers at 5.43% per annum maturing August 16, 2030.

Instrument: senior notes
Principal: $50 million
Counterparty: note purchasers
Rate: 5.43% per annum
Maturity: August 16, 2030
Event: incurrence

Exact text from the filing

Holdings agreed to issue $50 million of Series G Senior Notes in a private placement transaction on August 15, 2025

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Artisan Partners Asset Management Inc. filing history →

Source: SEC EDGAR

accession 0001628280-25-029667

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