The Firm represented BofA Securities, Inc., Citigroup Global Markets Inc. and J.P. Morgan Securities LLC as representatives of the several underwriters in connection with a public offering by Ameriprise Financial, Inc. (“Ameriprise”) of $300,000,000 principal amount of its 4.800% Senior Notes due 2031 (the “2031 Notes”) and $450,000,000 principal amount of its 5.350% Senior Notes due 2036 (together with the 2031 Notes, the “Notes”). The offering closed on June 9, 2026.
The net proceeds received by Ameriprise from the sale of the Notes will be used for general corporate purposes, which may include repayment of the $500 million outstanding principal amount of its 2.875% Senior Notes due September 15, 2026.
Ameriprise is a diversified financial services company with a more than 130-year history of providing solutions to help clients confidently achieve their financial objectives. It offers a broad range of products and services designed to achieve individual and institutional clients’ financial objectives.
The Simpson Thacher team included Roxane Reardon, Adriana Estor-Restrepo, Lauren Schnoebelen and Karen Chan (Capital Markets); Meredith Abrams and Joshua Kim (Investment Management); Caroline Geiger, Alexander Kokka and Sara Liu (Intellectual Property); Jeanne Annarumma, Allison Sutherland, George Gerstein and Pasco Struhs (Executive Benefits and Compensation); Steven DeLott (Insurance); Michael Mann and Shareef Salfity (Tax); and Andrew Pagliughi (FINRA and Blue Sky).