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Commentary & Deal Flow

PRICED: APCOA E685m sr sec 2-part, E300m 6.5NC2 fixed 6.00% at 100, E385m 6.5NC1 FRN E+412.5bp at 100

HYC European Market: Deal Flow - General

APCOA Group GmbH (APPARK) EUR685m 144A/Reg S fixed/floating sr sec notes 2-part. B3/B (stable/stable). Via GS (B&D)/Barc/JPM jt glocos and physical books/MS/NatWest/Santander jt books. No reg rights. List ISE. NY law. NY law. Settles 10/04 (T+7).

- EUR300m (from EUR300m minimum) fixed rate notes due 04/15/31 (6.5y). NC2 (MWC B+50bp), then at 103.00, 101.50, 100. Equity claw: 2y 40% at 106.00. Special call: 10% per year the first 2 years at 103. CoC at 101. Reg S ISIN: XS291113353. IPT: 6.50%-6.75%. Price talk: 6.25%-6.50%. Final price talk: 6.00%-6.25% (WPIR). Priced: 6.00% at 100. +402.9bp vs DBR 0% 02/15/31.

- EUR385m (from EUR300m minimum) FRN due 04/15/31 (6.5y). NC1 (10/15/25) MWC B+50bp). then at 100. CoC at 101. Reg S ISIN: XS2911133036. IPT: E+425-450bp at par. Price talk: E+425-450bp at par. Final price talk: E+412.5-425bp at par (WPIR). Priced: 3mE+412.5bp at 100.

Roadshow - small group meetings 09/23-24 (investor call at 11:30am UKT 09/23). Books closed at 2pm UKT 09/25. Reconfirms were due by 3:15pm UKT 09/25. UOP: along with EUR10m cash on hand, to redeem in full its EUR365m sr sec FRN due 01/15/27 (callable at 100), and tender for its EUR320m 4.625% sr sec notes due 01/15/27 (callable at 101.156). Equity sponsor: Strategic Value Partners. Biz: a leading pan European parking infrastructure operator and services provider. HQ: Stuttgart, Germany.

Netroadshow link: https://www.netroadshow.com/nrs/home/#!/?show=c8843fa9. Entry code: Apcoa-2024.