SunTrust Banks and National Commerce Financial to Merge
09 Mai 2004 - 10:12PM
PR Newswire (US)
SunTrust Banks and National Commerce Financial to Merge Transaction
Creates Incomparable High-Growth Franchise in Southeast US,
Underscores SunTrust Focus on 'Growth, Performance and Shareholder
Value' ATLANTA and MEMPHIS, Tenn., May 9 /PRNewswire-FirstCall/ --
SunTrust Banks, Inc. and National Commerce Financial Corporation
announced today the signing of a definitive merger agreement,
leading to the creation of an incomparable financial services
franchise concentrated in the fast-growing, demographically strong
Southeastern United States. The combined company, which will
operate as SunTrust, will have the highest growth geographic
"footprint" among the top 20 US banks. It will rank number three in
overall market share in the Southeast, with a top five ranking in
20 of the 25 largest high-growth markets in the region. SunTrust
will rank as the seventh-largest US bank with $148 billion in
assets, $97 billion in deposits, and 1,723 full-service offices in
11 states plus the District of Columbia. The merger, which is
subject to approval by regulatory authorities and by shareholders
of both companies, is expected to close in the fourth quarter of
2004. The merger is expected to be cash accretive to SunTrust
earnings immediately and GAAP accretive beginning in 2006. Under
the terms of the definitive agreement, which has been approved by
both boards of directors, National Commerce shareholders will have
the right, subject to proration, to elect to receive cash or
SunTrust common stock, in either case having a value equal to
$8.625 plus .3713 SunTrust shares. Based on the price of STI shares
at the close of business on Friday May 7, 2004, the transaction is
valued at $33.46 per NFC share, for a total transaction value of
$6.98 billion. The total consideration consists of approximately
$1.8 billion in cash and approximately 77.5 million SunTrust
shares. "National Commerce, with its great franchise, talented
people and high standards, is a superb fit for SunTrust. Our
companies complement each other perfectly in terms of customer
focus, geographic coverage and business orientation," said L.
Phillip Humann, SunTrust Chairman, President and Chief Executive
Officer. Mr. Humann noted that "this merger also demonstrates how
SunTrust's deliberate and highly selective approach to mergers and
acquisitions is supportive of our institutional focus on growth
opportunities, superior financial performance and enhanced
shareholder value." "This merger means great things for NCF
employees, for our shareholders and especially for our customers,"
said William R. Reed, Jr., NCF President and Chief Executive
Officer. "From a cultural perspective, SunTrust operates a similar
banking model of regional banks, with local decision-making that
keeps the bankers in tune with and responsive to customers' needs.
Customers will have access to a deeper and broader array of
products and services in a larger geographic footprint. They'll
continue to see the benefits of our merger as we couple the
strengths of SunTrust with the high entrepreneurial energy of NCF,
with a sustained focus on retail growth, community banking,
operating efficiency, asset quality and continued investment in de
novo opportunities. And because there is little overlap between our
footprints, our customers will continue to do business with the
people they know and trust." The combined company board of
directors will have 18 members, made up of SunTrust's existing 14
directors plus four new directors from National Commerce. Mr. Reed
will continue in his current capacity until the transaction closes;
at that time, he will assume a senior executive role within the
combined organization. It is anticipated that other members of
NCF's executive management team will also play significant roles in
the post- merger environment. The companies said that "ensuring
smooth integration and continuity in customer service is merger
priority number one." To that end a comprehensive merger
integration process has been established, with experienced
leadership from both organizations, to draw upon each partner's
success in prior merger integrations. As an early illustration of
the combined company's customer orientation, SunTrust and NCF
customers will, beginning later this week, be able to use ATMs of
either bank without any usage fee. SunTrust said it anticipates
that the combined company can reduce annual operating expenses by
approximately $117 million, or 20 percent of NCF's total expense
base. Approximately 60 percent of those savings would be realized
in 2005, with 100 percent realized beginning in 2006. SunTrust and
National Commerce said that cost reductions will come primarily
from careful consolidation of various administrative and
back-office functions. The companies noted that with limited
overlap in their geographic banking networks, no branch-based job
eliminations will result from any merger-related branch
consolidations. The companies said they anticipated that a
"substantial majority" of other job eliminations would be achieved
through normal attrition. Senior management will present details of
the merger on a conference call on May 10, 2004 at 10:00 a.m.
(Eastern Time). Individuals are encouraged to call in beginning at
9:45 a.m. by dialing 1-888-822-9863 (Passcode: Gary Peacock).
Individuals calling from outside the United States should dial 1-
484-630-1854 (Passcode: Gary Peacock). A replay of the conference
call will be available until 6:00 p.m. (Eastern Time) on May 31,
2004 by dialing 1-888- 567-0410 or 1-402-998-1782 (passcode: Gary
Peacock). Alternatively, individuals may listen to the live webcast
of the presentation by visiting the SunTrust Web site at
http://www.suntrust.com/. The webcast will be hosted under
"Investor Relations" located under "About SunTrust". Beginning the
afternoon of May 10, 2004, listeners may access an archived version
of the presentation in the "Webcasts" subsection found under
"Investor Relations". SunTrust was advised by Goldman, Sachs &
Co. and SunTrust Robinson Humphrey, received a fairness opinion
from Goldman, Sachs & Co., and was advised by the law firms of
Skadden, Arps, Slate, Meagher & Flom and King & Spalding.
National Commerce Financial was advised by UBS Securities LLC and
J.P. Morgan Securities Inc. both of whom provided fairness
opinions, and the law firms of Wachtell, Lipton, Rosen & Katz
and Bass, Berry & Sims. ABOUT NATIONAL COMMERCE FINANCIAL
National Commerce Financial Corporation, headquartered in Memphis,
Tennessee, is a sales and marketing organization that delivers
select financial and consulting services through a national network
of banking and non-banking affiliates. With $23 billion in assets,
NCF operates almost 500 branches in 14 of the nation's fastest
growing metropolitan areas throughout the southeast. ABOUT SUNTRUST
SunTrust Banks, Inc., headquartered in Atlanta, Georgia, is one of
the nation's largest commercial banking organizations. As of March
31, 2004 SunTrust had total assets of $125.2 billion and total
deposits of $80.9 billion. The company operates through an
extensive distribution network primarily in Florida, Georgia,
Maryland, Tennessee, Virginia and the District of Columbia and also
serves customers in selected markets nationally. Its primary
businesses include deposit, credit, trust and investment services.
Through various subsidiaries the company provides credit cards,
mortgage banking, insurance, brokerage and capital markets
services. SunTrust's Internet address is http://www.suntrust.com/.
This press release contains forward-looking statements within the
meaning of the Private Securities Litigation Reform Act of 1995.
Such statements include, but are not limited to, statements about
the benefits of the merger between SunTrust Banks, Inc.
("SunTrust") and National Commerce Financial Corporation ("NCF"),
including future financial and operating results, SunTrust's plans,
objectives, expectations and intentions and other statements that
are not historical facts. Such statements are based upon the
current beliefs and expectations of SunTrust's and NCF's management
and are subject to significant risks and uncertainties. Actual
results may differ from those set forth in the forward-looking
statements. The following factors, among others, could cause actual
results to differ from those set forth in the forward- looking
statements: the ability to obtain governmental approvals of the
merger on the proposed terms and schedule; the failure of SunTrust
and NCF stockholders to approve the merger; the risk that the
businesses will not be integrated successfully; the risk that the
cost savings and any revenue synergies from the merger may not be
fully realized or may take longer to realize than expected;
disruption from the merger making it more difficult to maintain
relationships with clients, employees or suppliers; increased
competition and its effect on pricing, spending, third-party
relationships and revenues; the risk of new and changing regulation
in the U.S. and internationally. Additional factors that could
cause SunTrust's and NCF's results to differ materially from those
described in the forward-looking statements can be found in the
2003 Annual Reports on Form 10-K of SunTrust and NCF, and in the
Quarterly Reports on Form 10-Q of SunTrust and NCF filed with the
Securities and Exchange Commission and available at the Securities
and Exchange Commission's internet site (http://www.sec.gov/). The
forward- looking statements in this press release speak only as of
the date of the filing, and neither SunTrust nor NCF assumes any
obligation to update the forward-looking statements or to update
the reasons why actual results could differ from those contained in
the forward-looking statements. Stockholders are urged to read the
joint proxy statement/prospectus regarding the proposed transaction
when it becomes available because it will contain important
information. Stockholders will be able to obtain a free copy of the
joint proxy statement/prospectus, as well as other filings
containing information about SunTrust and NCF, without charge, at
the Securities and Exchange Commission's internet site
(http://www.sec.gov/). Copies of the joint proxy
statement/prospectus and the filings with the Securities and
Exchange Commission that will be incorporated by reference in the
joint proxy statement/prospectus can also be obtained, without
charge, by directing a request to SunTrust Banks, Inc., 303
Peachtree St., N.E., Atlanta, Georgia 30308; Attention: Investor
Relations; or National Commerce Financial Corporation, One Commerce
Square, Memphis, Tennessee, 38159; Attention: Investor Relations.
The respective directors and executive officers of SunTrust and NCF
and other persons may be deemed to be participants in the
solicitation of proxies in respect of the proposed merger.
Information regarding SunTrust's directors and executive officers
is available in the proxy statement filed with the Securities and
Exchange Commission by SunTrust on March 2, 2004, and information
regarding NCF's directors and executive officers is available in
the proxy statement filed with the Securities and Exchange
Commission by NCF on March 17, 2004. Other information regarding
the participants in the proxy solicitation and a description of
their direct and indirect interests, by security holdings or
otherwise, will be contained in the joint proxy
statement/prospectus and other relevant materials to be filed with
the Securities and Exchange Commission when they become available.
Contact: SunTrust Banks, Inc. National Commerce Financial Corp.
Investors Media Investors Media Gary Peacock Barry Koling Tim
Schools Eileen Sarro (404) 658-4879 (404) 230-5268 (901) 523-3087
(901) 523-3605 DATASOURCE: SunTrust Banks, Inc.; National Commerce
Financial Corporation CONTACT: Investors - Gary Peacock,
+1-404-658-4879, or Media - Barry Koling, +1-404-230-5268, both of
SunTrust Banks, Inc.; Investors - Tim Schools, +1-901-523-3087, or
Media - Eileen Sarro, +1-901-523-3605, both of National Commerce
Financial Corp. Web site: http://www.suntrust.com/
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