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Commentary & Deal Flow

NEW ISSUE: Aegis Lux (Verisure holdco) E1bn 6NC1 PIK toggle notes on the road

HYC European Market: Deal Flow - General

Aegis Lux 1A Sarl (Verisure holdco) EUR1bn 144A/Reg S sr sec PIK toggle (PIYC) notes due 2031 (6y). NC1.5, then at 101. B1/BB- (stable/stable). Via MS (B&D)/Barc/GS jt glocos and physical books/BNP/CA/DNBC/MUFG/Nordea/Santander/UniCredit jt books. No reg rights. List ISE. NY law. Pays semi (30/360). Denoms: 100kx1k.  +75bp if PIK.

 IPT low-mid 6s.

 Roadshow (small group meetings) 10/21-23. UOP: fund a shareholder distribution and cash overfunding. Equity sponsor: Hellman & Friedman. Biz: a company holding 43.7% of Verisure PLC, the leading provider of professionally monitored security services in Europe and Latin America, which is headquartered in Geneva, Switzerland.

Note on 10/08/25 Verisure PLC completed its EUR3.1bn IPO on the Swedish Stock Exchange, on 10/10/25 Verisure Holding AB raised a $1.2bn term loan A, and today (10/21/25) Verisure Holding AB launched a EUR1.3bn term loan B. The proceeds will primarily be used to repay EUR5.3bn of Verisure existing debt.

Netroadshow link: https://www.netroadshow.com/events/login/LE9zwo3j9Kfhb5UjTE3nrTi9FeBwA7i7zfd