SS&C Technologies Files 8-K on Material Agreements and Acquisitions

Ticker: SSNC · Form: 8-K · Filed: 2025-10-14T00:00:00.000Z

Sentiment: neutral

Topics: material-agreement, acquisition, debt-obligation

TL;DR

SS&C Tech just filed an 8-K: new deals, asset changes, and debt obligations confirmed.

AI Summary

On October 14, 2025, SS&C Technologies Holdings, Inc. filed an 8-K report detailing several material events. These include entering into a material definitive agreement, the completion of an acquisition or disposition of assets, and the creation of a direct financial obligation. The filing also includes a Regulation FD disclosure and financial statements and exhibits.

Why It Matters

This filing indicates significant corporate activity for SS&C Technologies, including potential new debt obligations and the finalization of asset transactions, which could impact its financial structure and business operations.

Risk Assessment

Risk Level: medium — The filing involves material definitive agreements, asset transactions, and financial obligations, suggesting significant strategic and financial shifts for the company.

Key Players & Entities

FAQ

What specific material definitive agreement did SS&C Technologies Holdings, Inc. enter into?

The filing indicates the entry into a material definitive agreement, but the specific details of the agreement are not provided in the provided text.

What was the nature of the acquisition or disposition of assets reported?

The filing states that there was a completion of an acquisition or disposition of assets, but the specifics of the assets or the transaction are not detailed in the provided text.

What is the nature of the direct financial obligation or off-balance sheet arrangement created?

The filing mentions the creation of a direct financial obligation or an obligation under an off-balance sheet arrangement, but the exact details of this obligation are not specified in the provided text.

What is the purpose of the Regulation FD Disclosure?

The filing includes a Regulation FD Disclosure, which is typically made to ensure that material information is broadly disseminated to the public, preventing selective disclosure.

When is the fiscal year end for SS&C Technologies Holdings, Inc.?

The fiscal year end for SS&C Technologies Holdings, Inc. is December 31st.

Filing Stats: 863 words · 3 min read · ~3 pages · Grade level 10.2 · Accepted 2025-10-14 16:05:04

Key Financial Figures

Filing Documents

01. Entry Into a Material Definitive Agreement

Item 1.01. Entry Into a Material Definitive Agreement. The information set forth under Item 2.03 is incorporated herein by reference.

01. Completion of Acquisition or Disposition of Assets

Item 2.01. Completion of Acquisition or Disposition of Assets. On October 14, 2025, SS&C Technologies Holdings, Inc. (the "Company") completed its previously announced acquisition of Colossus Topco Limited, the parent company of Calastone Limited, a global funds network and technology solutions provider to the wealth and asset management industries, on the terms described in the Company's Current Report on Form 8-K filed on July 21, 2025 (the "Acquisition"). A copy of the Company's press release dated October 14, 2025 announcing the completion of the Acquisition is attached hereto as Exhibit 99.1 and is incorporated by reference into this Item 2.01. Item 2.03. Creation of a Direct Financial Obligation or an Obligation Under an Off-Balance Sheet Arrangement of a Registrant. On October 14, 2025, SS&C Technologies, Inc. ("SS&C Tech") entered into an Incremental Joinder to Credit Agreement (the "Amendment"), which amends its existing amended and restated credit agreement, dated as of April 16, 2018 (as amended, restated, amended and restated, supplemented or otherwise modified from time to time, the "Credit Agreement"), by and among SS&C Tech, the Company, Morgan Stanley Senior Funding, Inc., as the administrative agent, certain lenders party thereto and the other parties from time to time party thereto. Pursuant to the Amendment, SS&C Tech borrowed $1,050 million in aggregate principal amount of incremental term B-8 loans (the "Incremental Term B-8 Loans"). The net proceeds of the Incremental Term B-8 Loans were used to finance the Acquisition, fees and expenses related thereto, and for working capital and general corporate purposes. The Incremental Term B-8 Loans will be incurred as a fungible increase to SS&C's existing term B-8 Loans and will mature on May 9, 2031 and bear interest at, at SS&C's option, the Base Rate, plus 1.00% per annum, or the Term SOFR Rate, plus 2.00% per annum. The foregoing description of the Amendment does not purport to be complete

01. Regulation FD Disclosure

Item 7.01. Regulation FD Disclosure. A copy of the Company's press release dated October 14, 2025 announcing the completion of the Acquisition is attached hereto as Exhibit 99.1 and incorporated herein by reference. The information in this Item 7.01 (including Exhibit 99.1) shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 (the "Exchange Act") or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference under the Securities Act of 1933 or the Exchange Act, except as expressly set forth by specific reference in such a filing.

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits (d) Exhibits 10.1 Incremental Joinder to Credit Agreement 99.1 Press Release, issued by the Company on October 14, 2025. 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, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Date: October 14, 2025 SS&C TECHNOLOGIES HOLDINGS, INC. By: /s/ Brian N. Schell Brian N. Schell Executive Vice President and Chief Financial Officer

View on Read The Filing