Leading Proxy Advisory Firm Glass Lewis
Recommends FBL Shareholders Vote “FOR” Proposed Transaction
Special Committee Urges Shareholders to Vote
“FOR” the Proposed Transaction on the WHITE Proxy Card to Lock In Compelling,
Certain Value
FBL Financial Group, Inc. (NYSE:FFG) (“FBL Financial Group”)
today sent the following letter to shareholders regarding the
previously announced definitive agreement under which Farm Bureau
Property & Casualty Insurance Company (“FBPCIC”) will acquire
all of the outstanding shares of FBL Financial Group Class A and
Class B common stock, excluding shares owned by FBPCIC and the Iowa
Farm Bureau Federation, for $56.00 per share in cash:
April 20, 2021
Dear Fellow Shareholder,
The Special Meeting of Shareholders to vote on the proposed sale
of FBL Financial Group, Inc. (“FBL Financial Group” or the
“Company”) to Farm Bureau Property & Casualty Insurance Company
(“FBPCIC”) is fast approaching on April 29, 2021, and shareholders
have a very important decision to make.
Your vote FOR the transaction on
the WHITE proxy card is critical to
securing your $56.00 per share in cash – a compelling valuation and
opportunity to realize immediate and certain value.
Consider the Facts Before Casting Your Vote
- Independent Proxy Advisor Recommendation. Glass Lewis
& Co. (“Glass Lewis”), a leading independent proxy advisory
firm, has recommended that FBL Financial Group’s shareholders
vote “FOR” the proposed transaction, reinforcing our
strong view that this is the right transaction.
- In its report, Glass Lewis notes that the analysis presented by
Capital Returns Management (“CRM”) in its opposition to the
transaction is “largely flawed and lacking in the necessary nuance”
and acknowledges that “reasonable safeguards” were put in place by
FBL Financial Group’s Board of Directors (the “Board”) to protect
the Company’s unaffiliated shareholders. 1
- Rigorous and Independent Process. The proposed
transaction follows an in-depth three-month process
undertaken by the Special Committee of the Board (the “Special
Committee”), made up of independent and unaffiliated directors and
supported by independent legal and financial advisors.
- Detailed Analysis. The Special Committee carefully
evaluated FBPCIC’s offer with the support of independent financial
advisors based on several methodologies, including a detailed
intrinsic valuation analysis and an actuarial report, and in the
context of the Company’s long-term prospects for value
creation.
- Compelling Value vs. Standalone Prospects. The $56.00
per share offer represents a 30% to 40% premium to the Company’s
standalone implied value if it were to trade in line with peers on
an earnings multiple basis.
After careful review and vigorous negotiation – and in light
of the meaningful headwinds facing the Company – the Special
Committee is confident that this is the right transaction for FBL
Financial Group’s unaffiliated shareholders.
Do Not be Misled
Institutional Shareholder Services, Inc. (“ISS”), another proxy
advisory firm, issued a report recommending that shareholders vote
against the transaction. We believe that the ISS report ignores
important facts regarding the Special Committee’s process, FBL
Financial Group’s standalone prospects, weaker financial
performance relative to industry peers and the compelling valuation
offered by the transaction. Our strong view is that following
the ISS recommendation could lead unaffiliated shareholders to
leave significant value on the table.
Our view is reiterated by Glass Lewis, which notes that it has
“significant doubts whether the Company’s common shares would be
able to sustain trading at a price level consistent with the merger
consideration in the absence of the proposed merger.” 2
In addition, we believe, as highlighted in the Glass Lewis
report, that CRM’s analysis is misleading and their perspective is
flawed. The proposed transaction reflects months of tough
negotiation, rigorous analysis by financial experts with deep
insurance industry expertise, and the thoughtful consideration of a
highly-qualified Special Committee comprised of unaffiliated,
independent Directors focused on maximizing value for fellow
unaffiliated shareholders. We confidently urge shareholders to vote
FOR the proposed transaction on
the WHITE proxy card today.
Your Vote is Important! Secure Your Cash Value and Vote for
the Proposal on the WHITE Proxy Card
Today!
Your vote is important, as a failure to vote will have the same
effect as a vote against the transaction. No matter how many shares
you own, we urge you to sign and return the enclosed
WHITE proxy card and vote
FOR the proposal to approve the
transaction and secure your certain, immediate and compelling value
of $56.00 per share in cash. You should discard any gold proxy cards you may receive from
CRM. If you have already cast your vote on another proxy card, you
have every right to revoke your prior vote by simply using the
WHITE proxy card to vote again,
as only your latest-dated proxy will count. Please vote your
WHITE proxy card today, either
by Internet, phone or mail. If you have questions about how to vote
your shares, please immediately contact Okapi Partners, our proxy
solicitor, at (877) 629-6357 or at info@okapipartners.com.
Sincerely,
The Special Committee of the FBL Financial Group Board of
Directors
About FBL Financial Group
FBL Financial Group is a holding company with the purpose to
protect livelihoods and futures. Operating under the consumer brand
name Farm Bureau Financial Services, its affiliates offer a broad
range of life insurance, annuity and investment products
distributed by multiline exclusive Farm Bureau agents. Helping
complete the financial services offering, advisors offer wealth
management and financial planning services. In addition, FBL
Financial Group manages all aspects of two Farm Bureau affiliated
property-casualty insurance companies for a management fee.
Headquartered in West Des Moines, Iowa, FBL Financial Group is
traded on the New York Stock Exchange under the symbol FFG. For
more information, please visit www.fblfinancial.com and
www.fbfs.com.
Additional Information and Where to Find It
In connection with the proposed transaction, FBL Financial Group
has filed with the Securities and Exchange Commission (the “SEC”) a
definitive proxy statement on Schedule 14A and a Schedule 13e-3
Transaction Statement, and may file other documents with the SEC
regarding the proposed transaction. This press release is not a
substitute for the definitive proxy statement or any other document
that FBL Financial Group may file with the SEC. INVESTORS IN, AND
SECURITY HOLDERS OF, FBL FINANCIAL GROUP ARE URGED TO READ THE
DEFINITIVE PROXY STATEMENT AND ANY OTHER RELEVANT DOCUMENTS THAT
ARE FILED OR WILL BE FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS
OR SUPPLEMENTS TO THESE DOCUMENTS, CAREFULLY AND IN THEIR ENTIRETY
BECAUSE THEY CONTAIN OR WILL CONTAIN IMPORTANT INFORMATION ABOUT
THE PROPOSED TRANSACTION AND RELATED MATTERS. Investors and
security holders may obtain free copies of the definitive proxy
statement and accompanying WHITE proxy card, any amendments or
supplements to the proxy statement and other documents filed with
the SEC by FBL Financial Group through the web site maintained by
the SEC at www.sec.gov or by contacting the individuals listed
below.
Forward-Looking Statements
Some of the statements in this press release are forward-looking
statements (or forward-looking information). When we use words such
as “anticipate,” “intend,” “plan,” “seek,” “believe,” “may,”
“could,” “will,” “should,” “would,” “could,” “estimate,”
“continue,” “predict,” “potential,” “project,” “expect,” or similar
expressions, we do so to identify forward-looking statements.
Forward-looking statements are based on current expectations that
involve assumptions that are difficult or impossible to predict
accurately and many of which are beyond our control, including
general economic and market conditions, industry conditions,
operational and other factors. Actual results may differ materially
from those expressed or implied in these statements as a result of
significant risks and uncertainties, including, but not limited to,
the occurrence of any event, change or other circumstances that
could give rise to the termination of the merger agreement; the
inability to obtain the requisite shareholder approval for the
proposed transaction or the failure to satisfy other conditions to
completion of the proposed transaction; the risk that shareholder
litigation in connection with the proposed transaction may result
in significant costs of defense, indemnification and liability;
risks that the proposed transaction disrupts current plans and
operations; the ability to recognize the benefits of the
transaction; the amount of the costs, fees, and expenses and
charges related to the transaction; change in interest rates;
changes in laws and regulations; differences between actual claims
experience and underwriting assumptions; relationships with Farm
Bureau organizations; the ability to attract and retain sales
agents; adverse results from litigation; the impact of the COVID-19
pandemic and any future pandemics and the impact and results of the
contested solicitation by Capital Returns Management, LLC.
Additional information about these risks and uncertainties, as well
as others that may cause actual results to differ materially from
those projected, is contained in FBL Financial Group’s filings with
the SEC, including FBL Financial Group’s Annual Report on Form 10-K
and FBL Financial Group’s quarterly reports on Form 10-Q. The
statements in this press release speak only as of the date of this
press release and we undertake no obligation or intention to update
or revise any forward-looking statement, whether as a result of new
information, changes in assumptions, future developments or
otherwise, except as may be required by law.
______________ 1 Permission to use quotes neither sought nor
granted. 2 Permission to use quotes neither sought nor granted.
Emphasis added.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20210420006199/en/
FBL Financial Group: Media: Bryan Locke and Lindsay Molk
Sard Verbinnen & Co FBLFinancial-SVC@sardverb.com
Investors: Kathleen Till Stange Vice President Corporate &
Investor Relations Kathleen.TillStange@FBLFinancial.com
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