No results found for "".

Commentary & Deal Flow

PX TALK: BASF Coatings E1.95bn equiv 7NC3 sr sec, EUR 6.625-6.875%, $ 7.375-7.625%, pxg today

HYC European Market: Deal Flow - GeneralHYC US Market: Deal Flow - General

Bond US Bidco 1 Inc / Bond US Bidco 2 Inc /Bond US Bidco 3 Inc / Bond German BidCo 1 GMBH  / Bond German BidCo 2 GmbH (BASF Coatings) EUR1.950bn equivalent (US$/EUR) 144A Reg S sr sec notes 2-part. B2/B/BB- (stable/stable/stable). Via BofA (physical books, B&D on EUR tranche)/WFS (physical books, B&D on US$ tranche)/GS/HSBC jt glocos/Santander/SMBC/Barc/Citi/Jefferies/CIBC/Scotia/Natixis jt books, Carlyle as co-manager. No reg rights.


    - EUR TBD due 2033 (7y). NC3 (MWC B+50bp) (50%,25%,par). Equity claw: 3y 40%. Special call: 10% per year the first 3 years at 103. List ISE. NY law. CoC at 101. Denoms 100kx1k.  IPT: low 7s. Price talk: 6.625%-6.875%.

    - US$ TBD due 2033 (7y). NC3 (MWC T+50bp) (50%,25%,par).  Equity claw: 3y 40%. Special call: 10% per year the first 3 years at 103. NY law. Coc at 101. Denoms 200kx1k. IPT: low 8s. Price talk: 7.375%-7.625%.


Roadshow (small group calls) 05/04-06 (Investor call at 10:30am NYT  / 3:30pm UKT 05/04). Books close 10am NYT / 3pm UKT 05/07. Pricing 05/07. UOP: along with EUR750m term loan B, ~$1,400m (€1.2bn EUR-equiv.) USD Term Loan B and a pre-placed €600m CNY Term Loan B proceeds, to fund the acquisition of BASF Coatings Business by Carlyle (approx 25%), Qatar Investment Authority (QIA) (approx 15%) from BASF SE for EUR7.115bn., and the addition of EUR235m for cash on the B/S. The sponsors will contribute EUR3.15bn in equity. BASF SE will retain an approx 40% minority interest. Biz: a global leader by market share in automotive OEM and refinish coatings solutions, as well as pre-coating surface treatment solutions for metal, plastic, and glass substrates, serving diverse industries across EMEA, the Americas, and APAC. (Acquisition announced 10/10/25).