Company: MGRE
Filing Date: 2025-12-08
Form Type: 8-K
Source: 0001193125-25-311380
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Company: AFFILIATED MANAGERS GROUP, INC.
Filing Date: 2025-12-08
Form: 8-K
Item: Item 8.01
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ITEM 8.01      Other Events.  

On December 8, 2025, Affiliated Managers Group, Inc. (the “ Company”) delivered a notice of redemption (the “ Redemption Notice”) for all of the outstanding 5.15% Convertible Trust Preferred Securities due 2037 of AMG Capital Trust II (the “ Preferred Securities”), which were issued pursuant to the Amended and Restated Declaration of Trust, dated as of October 17, 2007, by and among the Company, U. S. Bank Trust Company, National Association, as property trustee and institutional administrator, and certain other parties thereto. Pursuant to the Redemption Notice, on December 29, 2025 (the “ Redemption Date”), the Company will redeem any and all outstanding Preferred Securities at a redemption price in cash equal to 100% of the principal amount of such Preferred Securities to be redeemed, plus accrued and unpaid interest, if any, to, but excluding, the Redemption Date. To the extent holders of Preferred Securities validly deliver a conversion notice with respect to Preferred Securities prior to the Redemption Date in accordance with applicable terms, the Company intends to satisfy any related obligations entirely in cash.

The Company intends to use the net proceeds from its previously announced offering of senior notes, if consummated (the “ Offering”), to redeem and otherwise settle its obligations with respect to the Preferred Securities. This contemplated refinancing of the Preferred Securities is intended to simplify the Company’s capital structure while maintaining its long duration debt profile. The redemption of the Preferred Securities is not conditioned upon the consummation of the Offering or any other financing condition.

This Current Report on Form8-Kis not an offer to sell or a solicitation of an offer to buy any security, nor shall there be any sales of securities in any jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. This Current Report on Form8-Ksimilarly does not constitute a notice of redemption with respect to the Preferred Securities.