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Commentary & Deal Flow

NEW ISSUE: LSF12 Pillar Investments (Capsugel) €500m minimum 7NC2 Snr Sec notes on the road

HYC European Market: Deal Flow - General
  • ISSUER: LSF12 Pillar Investments (US), Inc (Capsugel)
  • TICKER: LSFPIL
  • Business: a leading global manufacturer of hard empty capsules. HQ: Basel, Switzerland
  • Joint Global Coordinators and Physical Bookrunners: GS (B&D), Jefferies, BNP, and UBS
  • Joint Bookrunners: BBVA, ING, IMI - Intesa Sanpaolo, RBI, SocGen, UniCredit, and Standard Chartered
  • Size: expected Min €500m
  • Format: 144A/Reg S
  • Instrument: Senior Secured Notes
  • Ratings: B1/B+ (stable/stable)
  • Use of Proceeds: along with proceeds from equity contribution, and a USD/EUR term loan B 2-part (USD$500m minimum and EUR500m minimum) (total loan and bond deal size CHF1.38bn equivalent). to fund the CHF2bn purchase price for the acquisition of a 60% interest in Capsugel by Lone Star from Lonza Group AG (which will retain a 40% minority interest) and provide for cash overfunding to the balance sheet.
  • Tenor: 7 year
  • Call Schedule: NC3 (MWC B+50bp) (50%,25%,par). Equity claw: 3y 40%. Special call: 10% per year the first 2 years at 103
  • List: ISE
  • Law: NY
  • Denoms: 100kx1k
  • Equity sponsor: Lone Star
  • Equity contribution: CHF823m, including Lonza's rollover equity.
  • Roadshow (virtual meetings): start 27-Apr-26
  • Global Investor Call: 15:00 UKT / 10:00 ET 27-Apr-26
  • Global Call Registration Link: https://www.netroadshow.com/events/login/1PeTHmohVjb76F1RZFBVZuD4N8rNK49hvTb8j
  • Netroadshow direct link: https://urldefense.com/v3/__https:/www.netroadshow.com/nrs/home/*!/?show=bf5c1c4a__;Iw!!O2kDR7mm-zSJ!qLX_5QW9_uiWcE1TqrJb7_o9abmY_G1Q4QE5RlkdmcUCeJrQVHEt6nuDc7Uf9_cQ-R_CV7_u0AZ94gc$
  • Netroadshow Entry code: Capsgel12026
  • Global Investor Presentation Public Replay Link: www.netroadshow.com/nrs/home/#!/?show=b2b545b6
  • Commitments due: USD TLB 30-Apr-26 17:00 NYT / 22:00 UKT; EUR TLB 01-May-26 11:00 UKT / 06:00 NYT
  • Timing: possible pricing 01-May