KKR, a leading global investment firm, today
announced that FK Co., Ltd. (the “Offeror”), an entity owned by
investment funds managed by KKR, intends to make a tender offer to
acquire all the outstanding shares of FUJI SOFT INCORPORATED (“FUJI
SOFT” or the “Company”; TSE stock code 9749).
FUJI SOFT is a leading system integrator in Japan with a focus
on embedded, control and operational software and systems. The
Company serves clients across various industries based on advanced
technologies built on decades of experience with a team of over
10,000 system engineers. Under the Company’s five-year “Mid-Term
Business Plan 2028,” FUJI SOFT’s vision is to become a leading
provider of system, software, and service both in information
technology (“IT”) and operational technology fields. The Company’s
five-year plan also outlines its strategy to improve the
profitability of its existing businesses, strengthen group
synergies, and capture new growth opportunities.
The proposed tender offer price of JPY 8,800 per share has been
determined based on negotiations between KKR and FUJI SOFT. The
transaction will be financed predominantly from KKR’s Asian Fund
IV.
The proposed tender offer price represents1:
- A 110.3% premium over the simple average closing price of FUJI
SOFT’s stock for the 12 months up to October 2, 2023.
- A 97.8% premium over the simple average closing price of FUJI
SOFT’s stock for the 6 months up to October 2, 2023.
The Offeror expects to commence the tender offer in the second
half of 2024, subject to regulatory approvals. For details
regarding the conditions for the commencement of the tender offer,
please refer to the full text of the filing notice issued today
titled, “Notice Regarding the Planned Commencement of Tender Offer
for the Shares of FUJI SOFT INCORPORATED (Code: 9749) by FK Co.,
Ltd.”
Hiro Hirano, Deputy Executive Chairman of KKR Asia Pacific
and CEO of KKR Japan, said, “As Japan's IT services industry
enters a transformative period of digitalization marked by the
expanded use of cloud, IoT, and generative AI, we are pleased to
have the opportunity to invest in a market leader in FUJI SOFT. We
look forward to leveraging KKR’s global platform and industry
expertise in the IT services sector to accelerate FUJI SOFT’s
long-term growth and to unlock greater value for Japanese
businesses and their customers.”
Japan continues to be an important market for KKR in the Asia
Pacific region and globally. Since entering the Japanese market in
2006, KKR has deployed more than $8 billion in Japan across asset
classes and strategies, and currently manages $18 billion in assets
under management in the country. In Japan, KKR’s investments into
the digital space include: Yayoi, a leading cloud accounting
software provider; DataX (fka from scratch), an integrated
data-driven marketing SaaS platform in Japan; Netstars, a QR code
multi-payment gateway provider; and SmartHR, a human resources
Software-as-a-Service provider. Other investments in Japan include
LOGISTEED (fka Hitachi Transport System), a leading third-party
logistics business; Seiyu, a nationwide supermarket chain; KOKUSAI
ELECTRIC (fka Hitachi Kokusai Electric), a leading semiconductor
producing equipment company; PHC Holdings (fka Panasonic
Healthcare), a leading manufacturer of medical devices; Koki
Holdings (fka Hitachi Koki), a power tool manufacturer; and Marelli
(fka CALSONIC KANSEI), a global Tier 1 supplier of automotive
components.
This press release should be read in conjunction with the filing
notice issued today titled, "Notice Regarding the Planned
Commencement of Tender Offer for the Shares of FUJI SOFT
INCORPORATED (Code: 9749) by FK Co., Ltd.”.
The purpose of this press release is to publicly announce the
tender offer and it has not been prepared for the purpose of
soliciting an offer to sell or purchase in the tender offer. When
making an application to tender, please be sure to read the tender
offer explanatory statement for the tender offer and make your own
decision as a shareholder or share option holder. This press
release does not constitute, either in whole or in part, a
solicitation of an offer to sell or purchase any securities, and
the existence of this press release (or any part thereof) or its
distribution shall not be construed as a basis for any agreement
regarding the tender offer, nor shall it be relied upon in
concluding an agreement regarding the tender offer.
The tender offer will be conducted in compliance with the
procedures and information disclosure standards set forth in
Japanese law, and those procedures and standards are not always the
same as the procedures and information disclosure standards in the
U.S. In particular, neither sections 13(e) or 14(d) of the U.S.
Securities Exchange Act of 1934 (as amended; the same shall apply
hereinafter) or the rules under these sections apply to the tender
offer; and therefore the tender offer will not be conducted in
accordance with those procedures and standards.
Unless otherwise specified, all procedures relating to the
tender offer are to be conducted entirely in Japanese. All or a
part of the documentation relating to the tender offer will be
prepared in English; however, if there is any discrepancy between
the English-language documents and the Japanese-language documents,
the Japanese-language documents shall prevail.
This press release includes statements that fall under
“forward-looking statements” as defined in section 27A of the U.S.
Securities Act of 1933, as amended, and section 21E of the
Securities Exchange Act of 1934. Due to known or unknown risks,
uncertainties or other factors, actual results may differ
materially from the predictions indicated by the statements that
are implicitly or explicitly forward-looking statements. Neither
the Offeror nor any of its affiliates guarantee that the
predictions indicated by the statements that are implicitly or
expressly forward-looking statements will materialize. The
forward-looking statements in this press release were prepared
based on information held by the Offeror as of today, and the
Offeror and its affiliates shall not be obliged to amend or revise
such statements to reflect future events or circumstances, except
as required by laws and regulations.
The Offeror, its financial advisors and the tender offer agent
(and their respective affiliates) may purchase the common shares
and share options of the Company, by means other than the tender
offer, or conduct an act aimed at such purchases, for their own
account or for their client’s accounts, in the scope of their
ordinary business and to the extent permitted under financial
instrument exchange-related laws and regulations, and any other
applicable laws and regulations in Japan, in accordance with the
requirements of Rule 14e-5(b) of the U.S. Securities Exchange Act
of 1934 during the tender offer period. Such purchases may be
conducted at the market price through market transactions or at a
price determined by negotiations off-market. In the event that
information regarding such purchases is disclosed in Japan, such
information will also be disclosed on the English website of the
person conducting such purchases (or by any other method of public
disclosure).
About KKR
KKR is a leading global investment firm that offers alternative
asset management as well as capital markets and insurance
solutions. KKR aims to generate attractive investment returns by
following a patient and disciplined investment approach, employing
world-class people, and supporting growth in its portfolio
companies and communities. KKR sponsors investment funds that
invest in private equity, credit and real assets and has strategic
partners that manage hedge funds. KKR’s insurance subsidiaries
offer retirement, life and reinsurance products under the
management of Global Atlantic Financial Group. References to KKR’s
investments may include the activities of its sponsored funds and
insurance subsidiaries. For additional information about KKR &
Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com.
For additional information about Global Atlantic Financial Group,
please visit Global Atlantic Financial Group’s website at
www.globalatlantic.com.
1 Figures represent the unaffected FUJI SOFT share price based
on the closing share price on October 2, 2023, the last full
trading day immediately prior to the speculative publication of
media reports regarding the start of the bidding process for a
potential tender offer.
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version on businesswire.com: https://www.businesswire.com/news/home/20240808217610/en/
KKR Asia Pacific Wei Jun Ong +65 6922 5813
WeiJun.Ong@kkr.com
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