| 7/25/2025 | BK | Market Commentary: Chromalloy, Veeam, Interstate, CHG, CPPIB, Alliance, Medline, AssetMark and more break
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| 7/24/2025 | BK | Market Commentary: Resonetics, PS, SCP, First Advantage, Amneal, Solenis, Swissport, Nuvei and more break
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| 7/24/2025 | BK | AssetMark trims spread on incremental term loan, adds repricing
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| 7/23/2025 | BK | Market Commentary: Priority, Acuren, MillerKnoll, Convergint break; Lackawanna, CPPIB, Team and more updated
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| 7/23/2025 | BK | AssetMark launches $450 million incremental term loan at 99.5 OID
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| 6/4/2024 | BK | Market Commentary: Ecovyst breaks, Acrisure, Novaria, CQP revised; Harbor, PCI, Amynta, Medline accelerated
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| 6/3/2024 | BK | Market Commentary: MoneyGram breaks; AssetMark, Tekni-Plex changes emerge; Novaria accelerates deadline
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| 6/3/2024 | BK | AssetMark lifts loan to $1.35 billion, flexes to SOFR plus 300 bps
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| 5/31/2024 | BK | Moody’s gives GTCR Everest, loan B2
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| 5/31/2024 | BK | S&P assigns GTCR Everest, loan B+
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| 5/31/2024 | BK | Fitch rates GTCR Everest B+, loans BB
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| 5/31/2024 | BK | Moody’s gives GTR Everest, loans B2
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| 5/30/2024 | BK | Market Commentary: Allwyn, W.R. Grace, Sabre, US LBM break; Ceva Sante revised; AssetMark accelerated
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| 5/28/2024 | BK | Market Commentary: Gulfeagle, SPX deal updates emerge; Allwyn accelerates; AssetMark, Enlyte and more set talk
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| 5/28/2024 | BK | AssetMark launches $1.3 billion term loan at SOFR plus 350-375 bps
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| 5/23/2024 | BK | Market Commentary: McAfee, Staples, IMA, Cirque, Mariner, 84 Lumber, V2X, Intrado, Motus and many more break
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| 5/23/2024 | BK | AssetMark Financial to launch $1.3 billion term loan on Tuesday
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| 4/25/2024 | BK | AssetMark will be taken private by GTCR in $2.7 billion acquisition
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| 11/15/2022 | BKGN | AssetMark changes $500 million revolver to sustainability-linked loan
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| 1/12/2022 | BK | AssetMark ups facility to $500 million, extends maturity to 2027
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| 1/4/2021 | BK | AssetMark enters new $250 million credit agreement with six banks
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| 8/6/2019 | BK | S&P affirms AssetMark
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| 7/30/2019 | BK | AssetMark Financial pays down $125 million term loan due 2025
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| 7/23/2019 | BK | S&P affirms AssetMark ratings
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| 7/9/2019 | BK | Moody’s puts AssetMark on review
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| 11/8/2018 | BK | Market Commentary: AssetMark, PetVet break; WeddingWire, TRC tweak loans; multiple deals set talk with launch
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| 11/7/2018 | BK | Market Commentary: PolyOne frees to trade atop OID; Information Resources, AssetMark, PetVet revise deals
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| 11/7/2018 | BK | AssetMark tightens discount on $250 million term loan to 99.75
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| 10/24/2018 | BK | Market Commentary: CPM Holdings, Hyland Software, Meredith, Delek, Holley Perfomance/Driven Performance break
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| 10/24/2018 | BK | Moody's rates AssetMark loans B1
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| 10/24/2018 | BK | S&P gives AssetMark loans BB+
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| 10/24/2018 | BK | AssetMark launches $250 million term loan at Libor plus 350 bps
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| 10/23/2018 | BK | Market Commentary: Mitchell, Paradigm, CryoLife, Pixelle free up; SS&C, Hyland Software, Meredith revise deals
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| 10/23/2018 | BK | AssetMark Financial to launch $250 million term loan on Wednesday
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