Marsh & McLennan Enters Material Definitive Agreement
Ticker: MRSH · Form: 8-K · Filed: Feb 20, 2024
Sentiment: neutral
Topics: material-agreement, corporate-event
TL;DR
**Marsh & McLennan just inked a major deal, signaling potential shifts ahead.**
AI Summary
Marsh & McLennan Companies, Inc. filed an 8-K on February 20, 2024, reporting an event that occurred on February 14, 2024. The filing indicates the entry into a material definitive agreement and other events, as per Item 1.01 and Item 2.02 (though 2.02 is not explicitly mentioned in the provided text, 'Other Events' typically falls under it). The company, headquartered at 1166 Avenue of the Americas, New York, NY, with CIK 0000062709, is an insurance agent and broker.
Why It Matters
This filing signals a significant new commitment for Marsh & McLennan, potentially impacting its future operations, financial performance, or strategic direction.
Risk Assessment
Risk Level: medium — The filing indicates a 'material definitive agreement' without disclosing details, which introduces uncertainty about its potential impact.
Key Players & Entities
- MARSH & MCLENNAN COMPANIES, INC. (company) — Registrant
- February 14, 2024 (date) — Date of earliest event reported
- February 20, 2024 (date) — Filing date
- 0000062709 (company) — Central Index Key (CIK)
- 1166 Avenue of the Americas, New York, NY (company) — Business Address
FAQ
What was the earliest event reported in this 8-K filing?
The earliest event reported in this 8-K filing occurred on February 14, 2024.
When was this 8-K filed with the SEC?
This 8-K was filed with the SEC on February 20, 2024.
What is the primary business of Marsh & McLennan Companies, Inc. according to its SIC code?
Marsh & McLennan Companies, Inc.'s primary business, based on its SIC code 6411, is Insurance Agents, Brokers & Services.
What items were reported in this 8-K filing?
The 8-K reported 'Entry into a Material Definitive Agreement' and 'Other Events'.
What is the CIK number for Marsh & McLennan Companies, Inc.?
The CIK number for Marsh & McLennan Companies, Inc. is 0000062709.
Filing Stats: 908 words · 4 min read · ~3 pages · Grade level 9.3 · Accepted 2024-02-20 16:06:07
Key Financial Figures
- $1.00 — ich registered Common Stock, par value $1.00 per share MMC New York Stock Exchan
- $500,000,000 — ers agreed to purchase from the Company $500,000,000 aggregate principal amount of its 5.150
Filing Documents
- d642841d8k.htm (8-K) — 30KB
- d642841dex11.htm (EX-1.1) — 147KB
- d642841dex41.htm (EX-4.1) — 135KB
- d642841dex51.htm (EX-5.1) — 10KB
- d642841dex991.htm (EX-99.1) — 10KB
- g642841g0216220714191.jpg (GRAPHIC) — 2KB
- g642841g0216220914873.jpg (GRAPHIC) — 4KB
- g642841g0216221420939.jpg (GRAPHIC) — 3KB
- g642841g0216221421290.jpg (GRAPHIC) — 2KB
- g642841g84r49.jpg (GRAPHIC) — 41KB
- 0001193125-24-039967.txt ( ) — 650KB
- mmc-20240214.xsd (EX-101.SCH) — 3KB
- mmc-20240214_lab.xml (EX-101.LAB) — 17KB
- mmc-20240214_pre.xml (EX-101.PRE) — 11KB
- d642841d8k_htm.xml (XML) — 3KB
Financial Statements and Exhibits
Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 1.1 Underwriting Agreement, dated February 14, 2024, by and among Marsh & McLennan Companies, Inc. and J.P. Morgan Securities LLC, Wells Fargo Securities, LLC, Goldman Sachs & Co. LLC, RBC Capital Markets, LLC, Morgan Stanley & Co. LLC and TD Securities (USA) LLC, as representatives of the several underwriters named therein. 4.1 Eighteenth Supplemental Indenture, dated February 20, 2024, between Marsh & McLennan Companies, Inc. and The Bank of New York Mellon, as trustee. 4.2 Form of 5.150% Senior Notes due 2034 (included in Exhibit 4.1 above). 4.3 Form of 5.450% Senior Notes due 2054 (included in Exhibit 4.1 above). 5.1 Opinion of Davis Polk & Wardwell. 23.1 Consent of Davis Polk & Wardwell (included in Exhibit 5.1 above). 99.1 Pricing Press Release issued by Marsh & McLennan Companies, Inc. on February 14, 2024. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). 2
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. MARSH & McLENNAN COMPANIES, INC. By: /s/ Connor Kuratek Name: Connor Kuratek Title: Deputy General Counsel & Corporate Secretary Date: February 20, 2024 3