Marsh & McLennan Companies, Inc. 8-K Filing

Ticker: MRSH · Form: 8-K · Filed: Sep 30, 2024

Sentiment: neutral

Topics: corporate-filing, sec-filing

Related Tickers: MMC

TL;DR

MMC filed an 8-K confirming HQ address and stock listings on NYSE/CBOE.

AI Summary

Marsh & McLennan Companies, Inc. (MMC) filed an 8-K on September 29, 2024, to report current information. The filing confirms their principal executive offices are located at 1166 Avenue of the Americas, New York, NY 10036, and their telephone number is (212) 345-5000. Their common stock is registered on the New York Stock Exchange and the Chicago Stock Exchange under the trading symbol MMC.

Why It Matters

This 8-K filing serves as a standard notification of corporate information, confirming the company's operational details and stock exchange listings.

Risk Assessment

Risk Level: low — This filing is a routine corporate disclosure and does not contain material non-public information that would typically impact stock price.

Key Players & Entities

FAQ

What is the primary purpose of this 8-K filing for Marsh & McLennan Companies, Inc.?

The primary purpose is to report current information as required by the SEC, specifically confirming details like the company's principal executive offices and stock exchange listings.

On what date was this 8-K report filed?

The date of the report is September 29, 2024.

Where are Marsh & McLennan Companies, Inc.'s principal executive offices located?

Their principal executive offices are located at 1166 Avenue of the Americas, New York, NY 10036.

On which stock exchanges is Marsh & McLennan Companies, Inc.'s common stock traded?

Their common stock is traded on the New York Stock Exchange and the Chicago Stock Exchange.

What is the trading symbol for Marsh & McLennan Companies, Inc. common stock?

The trading symbol is MMC.

Filing Stats: 1,002 words · 4 min read · ~3 pages · Grade level 11.5 · Accepted 2024-09-30 07:34:49

Key Financial Figures

Filing Documents

01 Entry into a Material Definitive Agreement

Item 1.01 Entry into a Material Definitive Agreement. Merger Agreement On September 29, 2024, Marsh & McLennan Agency LLC ("MMA"), an indirect wholly-owned subsidiary of Marsh & McLennan Companies, Inc. (the "Company"), and BD Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of MMA ("Merger Sub"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with TIH Platform Midco, L.P., a Delaware limited partnership ("Company Stockholder") and TIH Blocker II, Inc., a Delaware corporation (the "McGriff Parent"), that conducts the McGriff Insurance Services business, pursuant to which MMA will acquire McGriff Parent for an aggregate purchase price of $7.75 billion in cash, subject to certain customary adjustments as set forth in the Merger Agreement (the "Transaction"). In conjunction with the Transaction, the Company will assume a deferred tax asset valued at approximately $500 million. Completion of the Transaction is subject to the satisfaction or waiver of certain limited customary closing conditions, including regulatory approval. The Merger Agreement includes customary termination provisions for both MMA and McGriff Parent. The Merger Agreement contains representations, warranties and covenants related to the Transaction that are customary for a transaction of this nature, including an agreement to use reasonable best efforts to operate the McGriff Insurance Services business in the ordinary course during the period prior to the consummation of the Transaction. The foregoing description of the Merger Agreement does not purport to be complete and is qualified in its entirety by reference to the full text of the Merger Agreement, which is attached as Exhibit 2.1 hereto and incorporated by reference. The representations, warranties and covenants in the Merger Agreement were made solely for the benefit of the parties to the Merger Agreement for the purpose of allocating contractual risk between those parties, and do not est

01 Other Events

Item 8.01 Other Events. On September 30, 2024, the Company issued a press release announcing the Transaction. The press release, filed as Exhibit 99.1 to this Current Report on Form 8-K, is incorporated herein by reference. 2

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits Exhibit No. Document 2 .1 Agreem en t and P lan of Merger by and amon g TIH Blokcer II, Inc . , Marsh & McLennan A gency , LLC , BD Merger Sub, Inc. and TI H Platform Midco, L.P. , dated as of Sept ember 29 , 2024 99.1 Press Releas e , dat ed September 30, 2024 3

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 and Corporate Secretary Date: September 30, 2024 4 Exhibit Index Exhibit No. 2.1 Agreement and Plan of Merger by and among TIH Blokcer II, Inc., Marsh & McLennan Agency, LLC, BD Merger Sub, Inc. and TIH Platform Midco, L.P., dated as of September 30, 2024 99.1 Press Release, dated September 30, 2024 5

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