8-KOther Events

AFFILIATED MANAGERS GROUP, INC. 8-K Report, Corporate Update (Feb 8, 2008)

Filed February 8, 2008For Securities:AMGMGRBMGRMGRDMGRE

Summary

Affiliated Managers Group, Inc. (AMG) filed an 8-K on February 8, 2008, to disclose a Supplemental Remarketing Agreement related to its 4.125% Senior Notes due February 17, 2010. These notes are part of AMG's Income PRIDES, originally issued in February 2004. The remarketing is scheduled to begin on February 13, 2008, and will settle on February 19, 2008, coinciding with the settlement of purchase contracts for the Income PRIDES. Crucially, AMG intends to submit a bid to the remarketing agent to acquire all of the remarketed Senior Notes at a price of 100.25% of their aggregate principal amount. This action suggests a proactive approach by AMG to manage its debt obligations and potentially reduce outstanding liabilities. Investors should note that these remarketed Senior Notes have not been registered under the Securities Act of 1933 and their offering is subject to registration or an applicable exemption.

Key Highlights

  • 1AMG entered into a Supplemental Remarketing Agreement for its 4.125% Senior Notes due February 17, 2010.
  • 2The Senior Notes are a component of AMG's Income PRIDES, originally issued in February 2004.
  • 3Remarketing is scheduled to commence on February 13, 2008, and settle on February 19, 2008.
  • 4AMG intends to bid to acquire all of the remarketed Senior Notes.
  • 5AMG's intended acquisition price is 100.25% of the aggregate principal amount of the Senior Notes.
  • 6The remarketed Senior Notes are not registered under the Securities Act of 1933.
  • 7Offers and sales of the remarketed notes are subject to registration or exemption.

Frequently Asked Questions

The 8-K filing announces Affiliated Managers Group's (AMG) intention to enter into a Supplemental Remarketing Agreement for its 4.125% Senior Notes due February 17, 2010, and its plan to acquire these notes during the remarketing process.

Income PRIDES are a financial product originally issued by AMG in February 2004. The 4.125% Senior Notes due February 17, 2010, are a component of these Income PRIDES.

AMG plans to submit a bid to the remarketing agent to purchase all of the Senior Notes being remarketed. The purchase will occur at a price of 100.25% of the aggregate principal amount.

No, the remarketed Senior Notes have not been registered under the Securities Act of 1933. Therefore, they cannot be offered or sold in the United States unless they are registered or qualify for an exemption from registration requirements.