First Reserve Corporation to Acquire CHC Helicopter Corporation For Canadian $3.7 Billion in Largest-Ever Oilfield Services Buyo
22 Février 2008 - 4:05PM
PR Newswire (US)
Partnership to Help Strengthen CHC's Growth Mission as Largest
Helicopter Services Company GREENWICH, Conn., HOUSTON, LONDON and
VANCOUVER, British Columbia, Feb. 22 /PRNewswire-FirstCall/ -- CHC
Helicopter Corporation ("CHC") (NYSE: FLI; TSX: FLY.A and FLY.B),
the world's largest provider of helicopter services to the global
offshore oil and gas industry, and First Reserve Corporation, the
leading private equity firm that specializes in the energy
industry, today announced that a fund managed by First Reserve has
entered into an agreement to acquire CHC. (Photo:
http://www.newscom.com/cgi-bin/prnh/20080222/NYF026 ) CHC and First
Reserve believe that the all-cash transaction, which values the
company at an adjusted enterprise value of Canadian $3.7 billion,
is the largest-ever buyout in the oilfield services industry. CHC's
Chairman of the Board, Mark Dobbin commented, "I'm glad to see that
First Reserve recognized the value that was created in CHC over the
years, and was able to translate that value into a fair offer for
all shareholders. I'm also very pleased to see that First Reserve
will carry on CHC's legacy of entrepreneurship, as it builds upon
CHC's position as a world class helicopter company." "This
partnership will help us realize our growth potential," said
Sylvain Allard, President and Chief Executive Officer of CHC.
"First Reserve is an investment company with deep knowledge of the
energy industry and views CHC as a great investment platform. First
Reserve has strong conviction in the merits of the strategy that
has led to CHC's success and will work in partnership with us to
continue to execute that same plan and achieve our long-term
objectives." Added Mark McComiskey, Managing Director of First
Reserve Corporation, "CHC is an extraordinary company. The European
and global leader in oil and gas and search and rescue helicopter
services, with the world's largest independent helicopter support
business, CHC has a worldwide footprint, the best safety record in
the industry and a dynamic management team executing an exciting
growth strategy." Under the terms of the transaction, an affiliate
of the First Reserve fund will acquire all outstanding Class A
Subordinate Voting Shares and all of the outstanding Class B
Multiple Voting Shares of CHC for Canadian $32.68 per Class A Share
and Class B Share for an aggregate consideration of approximately
Canadian $1.5 billion. Following completion of the transaction
CHC's Class A shares and Class B shares will be de-listed and no
longer traded publicly. CHC's headquarters will remain in
Vancouver, Canada. The board of directors of CHC has unanimously
approved the entry by CHC into the agreement and recommends that
shareholders vote in favour of the transaction. Merrill Lynch
Canada Inc. and Scotia Capital are financial advisors to CHC.
Ogilvy Renault LLP and DLA Piper USA LLP are legal counsel to CHC.
Simpson Thacher & Bartlett LLP, Blake, Cassels & Graydon
LLP and Slaughter and May are legal counsel to the First Reserve
fund. Notes on Terms of the Transaction The transaction will be
completed through a plan of arrangement under the provisions of the
Canada Business Corporations Act, subject to the approval of the
Supreme Court of British Columbia. Shareholders will be asked to
approve the transaction at a special meeting of shareholders, to be
called as directed by the Court. Details of the special meeting
will be announced shortly. It is anticipated that a proxy circular
will be prepared and mailed to shareholders in the month of March
providing shareholders with important information about the
transaction. Shareholders are urged to read the proxy circular once
it is available. The transaction will require the approval of
two-thirds of the votes cast by holders of outstanding Class A
Shares (1 vote per share), Class B Shares (10 votes per share) and
ordinary shares (1 vote for every 10 shares), voting together as a
single class. In addition, the transaction will require the
approval of a majority of the Class A Shares, Class B Shares and
Ordinary Shares, each voting as a separate class, and in each case
excluding shares owned or over which control or direction is
exercised by an "interested party" (as defined under applicable
securities laws), which term includes certain members of management
of CHC who may invest in an affiliate of the First Reserve Fund.
Completion of the transaction is subject to certain conditions,
including obtaining approvals or confirmations from certain
European aviation regulatory authorities as well as the Canada
Transportation Agency regarding the granting or maintaining of
required licenses and permits following completion of the
transaction. The transaction will also be subject to a number of
other customary conditions, including obtaining approval under the
Investment Canada Act. The transaction is not subject to any
financing condition. CHC has been advised that the Estate of the
late Craig L. Dobbin has entered into an agreement with the
purchaser to vote the shares of CHC owned by the Estate in favour
of the transaction and to otherwise support its completion, subject
to the terms and conditions of such agreement. The Estate holds
securities of CHC representing approximately 14%, 95% and 100%,
respectively, of the outstanding Class A Shares, Class B Shares and
ordinary shares respectively. The sole executor of the Estate is
Mark D. Dobbin, the Chairman of CHC. Neither Mr. Dobbin nor the
Estate will be entitled to invest in the affiliate of the First
Reserve Fund and Mr. Dobbin will not be employed by CHC, the
purchaser or any affiliate thereof. The transaction will be
financed through a combination of equity which has been committed
by the First Reserve Fund and debt financing that has been
committed by Morgan Stanley International and affiliates, in each
case subject to the terms of those commitments. The agreement
provides that in certain circumstances where the purchaser fails to
complete the transaction as required, the purchaser would be
required to pay to CHC a "reverse break fee" of Canadian $61.4
million. The First Reserve Fund has guaranteed certain obligations
of the purchaser (including payment of the reverse break fee) to an
amount not to exceed Canadian $61.4 million. The agreement allows
CHC to terminate the agreement in certain circumstances, including
to allow CHC to accept a superior proposal, subject to fulfilling
certain conditions, including the payment to the purchaser of a
break fee of Canadian $38.5 million. This break fee would also be
payable by CHC in certain other circumstances. The closing of the
transaction will take place after satisfaction or waiver of all
conditions, including the approvals and confirmations from aviation
regulatory authorities described above. While the timing associated
with satisfying these conditions is not certain, CHC currently
expects the transaction to close in the second calendar quarter of
2008, subject to the terms of the agreement. Consummation of the
transaction is not expected to require the consent of the holders
of CHC's 7 3/8% senior subordinated notes due 2014. CHC may choose
to make a tender offer and related consent solicitation for the
senior subordinated notes prior to the completion of the
transaction, conditioned on the closing of the transaction. In any
event, if the transaction is completed, within 30 days of such
completion, CHC will be required to offer to purchase all of the
remaining issued and outstanding senior subordinated notes at a
price equal to 101% of the principal amount thereof, plus accrued
interest, if any, to the date of such purchase. The purchaser also
has the right to require CHC to redeem and/or discharge any or all
of the senior subordinated notes in accordance with their terms,
all to be effective immediately prior to completion of the
transaction. A conference call will take place today, Friday
February 22, 2008 at 11:00 am EST. To listen to the conference call
by phone, dial 416-641-6126 for local or overseas calls, or toll
free 1-866-542-4236 for calls from within North America. To hear a
replay of the conference call, dial 416-695-5800, or toll free
1-800-408-3053 and enter pass code 3253594 followed by the number
sign. Notes to Editors 1. About CHC CHC is the world's largest
provider of helicopter services to the global offshore oil and gas
industry, with aircraft operating in more than 30 countries
worldwide, and regional headquarters in Aberdeen, Scotland,
Stavanger, Norway and Vancouver, Canada. If you wish to be added to
CHC's news distribution list, please visit
http://www.chc.ca/investor_materialrequest.php. 2. About First
Reserve Corporation First Reserve is the world's leading private
equity firm in the energy industry. The firm is currently investing
its most recent fund which closed in 2006 at approximately US $8
billion. Throughout its 25-year history, First Reserve has
developed a strong franchise of investing exclusively in the energy
industry, utilizing its broad base of specialized industry
knowledge. First Reserve believes that strategic diversification
across a wide range of energy industry sectors has been a major
contributor to the long-term, superior investment record achieved
by the First Reserve Funds across economic cycles. For Inquiries
For media inquiries, please contact: Mark Kollar of CJP
Communications at 212-279-3115; ext. 201 or via email at or John
Anderson of Cubitt Consulting +44 020 7367 5100 or . For investor
inquiries, please contact: CHC Helicopter Corporation, Sylvain
Allard, President and Chief Executive Officer, 604-279-2455 or
604-307-8646, ; or Rick Davis, Senior Vice President and Chief
Financial Officer, 604-279-2471 or 778-999-0314, . Caution
Concerning Forward-Looking Statements This news release contains
forward-looking statements relating to the proposed acquisition of
CHC Helicopter Corporation, including statements regarding the
completion of the proposed transaction and other statements that
are not historical facts. Such forward-looking statements are
subject to important risks, uncertainties and assumptions. The
results or events predicted in these forward-looking statements may
differ materially from actual results or events. As a result, you
are cautioned not to place undue reliance on these forward-looking
statements. The completion of the proposed transaction is subject
to a number of terms and conditions, including, without limitation:
(i) applicable governmental authorities approvals, (ii) required
CHC shareholder approval, (iii) necessary court approvals, and (iv)
certain termination rights available to the parties under the
arrangement agreement. These approvals may not be obtained, the
other conditions to the transaction may not be satisfied in
accordance with their terms, and/or the parties to the arrangement
agreement may exercise their termination rights, in which case the
proposed transaction could be modified, restructured or terminated,
as applicable. The forward-looking statements in this news release
are made as of-the- date of this release. We undertake no
obligation to comment on expectations of, or statements made by
third parties in respect of the proposed transaction.
http://www.newscom.com/cgi-bin/prnh/20080222/NYF026
http://photoarchive.ap.org/ DATASOURCE: First Reserve Corporation,
CHC Helicopter Corporation CONTACT: Media, Mark Kollar of CJP
Communications, +1-212-279-3115 Ext. 201, , or John Anderson of
Cubitt Consulting, +44-020-7367-5100, ; Investors, Sylvain Allard,
President and Chief Executive Officer, +1-604-279-2455 or
+1-604-307-8646, , Rick Davis, Senior Vice President and Chief
Financial Officer, +1-604-279-2471 or +1-778-999-0314, , both of
CHC Helicopter Corporation Web site:
http://www.chc.ca/investor_materialrequest.php
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