SS&C Technologies Files 8-K

TL;DR

SS&C Tech filed an 8-K on 9/12, reporting corporate events and financials.

AI Summary

SS&C Technologies Holdings, Inc. filed an 8-K on September 12, 2024, to report other events and financial statements. The filing details the company's principal executive offices located at 80 Lamberton Road, Windsor, CT 06095, and its primary business in prepackaged software services.

Why It Matters

This 8-K filing serves as a public record of SS&C Technologies' corporate events and financial reporting, providing transparency to investors and stakeholders.

Risk Assessment

Risk Level: low — This filing is a routine corporate disclosure and does not appear to contain any immediate material risks.

Key Numbers

• 001-34675 — SEC File Number (Identifies the company's filing history with the SEC.)
• 71-0987913 — IRS Employer Identification No. (Company's tax identification number.)

Key Players & Entities

• SS&C Technologies Holdings, Inc. (company) — Registrant
• September 12, 2024 (date) — Date of earliest event reported
• 80 Lamberton Road, Windsor, CT 06095 (location) — Principal Executive Offices
• 7372 (sic_code) — Standard Industrial Classification for Services-Prepackaged Software

FAQ

Key Financial Figures

• $0.01 — ch registered Common stock, par value $0.01 per share SSNC The Nasdaq Global Se
• $650 million — t to market and other conditions, up to $650 million in aggregate principal amount of increm

Filing Documents

• ssnc-20240912.htm (8-K) — 39KB
• ssnc-ex99_1.htm (EX-99.1) — 19KB
• img164096418_0.jpg (GRAPHIC) — 9KB
• 0000950170-24-105911.txt ( ) — 196KB
• ssnc-20240912.xsd (EX-101.SCH) — 25KB
• ssnc-20240912_htm.xml (XML) — 4KB

01. Other Events

Item 8.01. Other Events On September 12, 2024, SS&C Technologies Holdings, Inc. (the "Company") issued a press release announcing the execution of a definitive agreement by SS&C Technologies, Inc. ("SS&C"), a direct, wholly-owned subsidiary of the Company, to acquire Battea – Class Action Services, LLC (the "Acquisition"). The Company intends for SS&C to borrow, subject to market and other conditions, up to $650 million in aggregate principal amount of incremental term A loans (the "Loans") under its existing amended and restated credit agreement, dated April 16, 2018 (as amended, restated, amended and restated, supplemented or otherwise modified from time to time), by and among the Company, SS&C, the other loan parties from time to time party thereto and the financial institutions from time to time party thereto as agents, lenders or issuing banks. The Company has engaged one or more financial institutions to arrange the Loans on an uncommitted basis. The Company intends to use the net proceeds of the Loans, together with cash on hand, to pay for the Acquisition and fees, costs and expenses related thereto and to the incurrence of the Loans. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated by reference into this Item 8.01.

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits (d) Exhibits 99.1 Press Release, issued by the Company on September 12, 2024. 104 The cover page from this Current Report on Form 8-K, formatted in Inline XBRL SIGNATURE 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. Date: September 12, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. By: /s/ Brian N. Schell Brian N. Schell Executive Vice President and Chief Financial Officer