Barclays Gets $13.5 Billion Bid From BlackRock For BGI
12 Juin 2009 - 8:31AM
Dow Jones News
Barclays PLC (BARC.LN) Friday announced that it has received a
binding offer from BlackRock, Inc. for the purchase of the Barclays
Global Investors business (BGI) for $13.5 billion (GBP8.2
billion).
MAIN FACTS:
-Barclays to get 37.784 million new BlackRock shares giving it
an economic interest of 19.9% of the enlarged BlackRock Group which
would be renamed BlackRock Global Investors.
-Remainder of the consideration of $6.6 billion (GBP4.0 billion)
would be paid by BlackRock in cash.
-BlackRock offer constitutes a superior offer to the transaction
agreed with Blue Sparkle, L.P., the CVC Capital Partners Group
SICAV-FIS S.A. vehicle (CVC) formed in relation to its proposed
purchase of the iShares business announced on April 9.
- Unless Barclays receives an offer from CVC by the end of June
18 which it considers to match the BlackRock Offer, the Barclays
Board will accept the BlackRock Offer and recommend it to
shareholders.
-If the proposed transaction proceeds, Barclays would expect to
realise a net gain on sale of $8.8 billion (GBP5.3 billion) based
on the closing price of BlackRock common stock of $182.60 on June
11, the net assets of the BGI business subject to disposal as at
March 31 and transaction costs.
-Deal to gain would add an estimated 163 billionps to Equity
Tier 1 and 150 billionps to Core Tier 1 capital ratios as at Dec.
31, 2008.
-Together with the conversion of the Mandatorily Convertible
Notes issued in November 2008, Barclays would have reported an
estimated Equity Tier 1 ratio of 8.3% and Core Tier 1 ratio of 8.0%
as at 31 December 2008 on a pro-forma basis.
-Trading performance of Barclays through to the end of May has
been generally consistent with the overall trends reported in its
Interim Management Statement on May 7.
-In addition, Barclays has completed certain liability
management actions, which, collectively, will further enhance
Barclays Equity Tier 1 and Core Tier 1 ratios.
-By London Bureau, Dow Jones Newswires; +44 (0)20 7842 9296; ian.walker@dowjones.com