10-K/APeriod: FY2009

AFFILIATED MANAGERS GROUP, INC. Annual Report (Amendment), Year Ended Dec 31, 2009

Filed March 31, 2010For Securities:AMGMGRBMGRMGRDMGRE

Summary

This amended 10-K filing for Affiliated Managers Group, Inc. (AMG) for the fiscal year ended December 31, 2009, primarily serves to include supplemental financial statements for ValueAct Holdings, L.P., an affiliate in which AMG holds a minority interest. The original 10-K filing was made on March 1, 2010, and this amendment does not introduce any other changes to AMG's core financial reporting for 2009. Investors should note that the core financial performance and operational details of AMG itself are within the original filing, and this amendment's focus is on providing a more complete picture by incorporating the financial results of a significant minority investment. For investors, the key takeaway is that AMG operates a diversified business model that includes investments in other entities. The inclusion of ValueAct Holdings' financials suggests its material impact on AMG's consolidated results or strategic importance. While the detailed financial performance of AMG is not reiterated here, the filing confirms AMG's status as a large accelerated filer, indicating a substantial market capitalization and established reporting history. Investors should review the original 10-K and the supplementary ValueAct Holdings financials to fully understand AMG's financial position and performance for the 2009 fiscal year.

Financial Highlights

44 data points
Beta

Net Income

$59.50M

EPS (Diluted)

$1.38

Total Assets

$3.39B

Cash & Equivalents

$259.50M

Free Cash Flow

$240.61M

Financial Statements
Beta
SG&A Expenses$126.80M
Operating Expenses$601.90M
Operating Income$239.90M
Interest Expense$64.60M
Net Income$59.50M
EPS (Basic)$1.44
EPS (Diluted)$1.38
Shares Outstanding (Basic)41.40M
Shares Outstanding (Diluted)43.30M

Key Highlights

  • 1This filing is an amendment (10-K/A) to the original Form 10-K filed on March 1, 2010.
  • 2The primary purpose of this amendment is to include supplemental financial statements for ValueAct Holdings, L.P., an affiliate in which AMG holds a minority interest.
  • 3No other changes are made to AMG's 2009 Form 10-K financial reporting.
  • 4AMG is classified as a 'large accelerated filer', indicating its significant size and market presence.
  • 5The filing lists various exhibits related to corporate structure, debt instruments (including convertible notes), credit agreements, and employee benefit plans.
  • 6The aggregate market value of AMG's common stock held by non-affiliates as of June 30, 2009, was approximately $2.4 billion.

Frequently Asked Questions

The primary purpose of this amended filing (10-K/A) is to incorporate supplemental financial statements for ValueAct Holdings, L.P., an entity in which Affiliated Managers Group, Inc. (AMG) holds a minority interest. This amendment does not alter the core financial information of AMG's 2009 annual report.

The main financial results for AMG for the fiscal year ended December 31, 2009, are located in the original Form 10-K filed by AMG on March 1, 2010. This amended filing (10-K/A) focuses specifically on the supplementary financials of ValueAct Holdings, L.P.

AMG's classification as a 'large accelerated filer' signifies that it meets certain thresholds for public float (market value of shares held by non-affiliates) and reporting history. This typically indicates a large, well-established company with significant market capitalization and adherence to robust SEC filing requirements, providing a degree of investor confidence in transparency and regulatory compliance.

The exhibits list various financial instruments and agreements, including common stock, zero-coupon senior notes, convertible senior notes, a credit agreement with Bank of America, and distribution agency agreements. These details can provide insights into AMG's capital structure and financing strategies.