Assetmark Financial Holdings Inc Watch

from 8-K 178 pages $500,000,000 Senior Secured Credit Facility Amended and Restated Credit Agreement Dated as of January 12, 2022, Among Assetmark Financial Holdings, Inc., the Guarantors From Time to Time Parties Hereto, the Lenders From Time to Time Parties Hereto, and Bank of Montreal, as Administrative Agent and Sustainability Coordinator Bmo Capital Markets Corp., Jpmorgan Chase Bank, N.A., Truist Securities, Inc., U.S. Bank National Association and Wells Fargo Securities, LLC, as Joint Lead Arrangers and Joint Book Runners Capital One, N.A. and Regions Bank, as Co-Documentation Agents

from 8-K 168 pages Credit Agreement Dated as of December 30, 2020, Among Assetmark Financial Holdings, Inc., the Guarantors From Time to Time Parties Hereto, the Lenders From Time to Time Parties Hereto, and Bank of Montreal, as Administrative Agent Bmo Capital Markets Corp., Jpmorgan Chase Bank, N.A., U.S. Bank National Association and Wells Fargo Securities, LLC, as Joint Lead Arrangers and Joint Book Runners

from S-1/A 359 pages Credit Agreement Dated as of November 14, 2018, as Amended by That Certain First Amendment Dated as of June 28, 2019 Among Assetmark Financial Holdings, Inc., as Borrower, Assetmark Holdings LLC, as Holdings, the Lenders Party Hereto and Credit Suisse AG, Cayman Islands Branch, as Administrative Agent and Collateral Agent Credit Suisse Loan Funding LLC, as Sole Lead Arranger and Bookrunner

from S-1 250 pages Credit Agreement Dated as of November 14, 2018, Among Assetmark Financial Holdings, Inc., as Borrower, Assetmark Holdings LLC, as Holdings, the Lenders Party Hereto and Credit Suisse AG, Cayman Islands Branch, as Administrative Agent and Collateral Agent Credit Suisse Loan Funding LLC, as Sole Lead Arranger and Bookrunner

from DRS/A 250 pages Credit Agreement Dated as of November 14, 2018, Among Assetmark Financial Holdings, Inc., as Borrower, Assetmark Holdings LLC, as Holdings, the Lenders Party Hereto and Credit Suisse AG, Cayman Islands Branch, as Administrative Agent and Collateral Agent Credit Suisse Loan Funding LLC, as Sole Lead Arranger and Bookrunner

from DRS 250 pages Credit Agreement Dated as of November 14, 2018, Among Assetmark Financial Holdings, Inc., as Borrower, Assetmark Holdings LLC, as Holdings, the Lenders Party Hereto and Credit Suisse AG, Cayman Islands Branch, as Administrative Agent and Collateral Agent Credit Suisse Loan Funding LLC, as Sole Lead Arranger and Bookrunner