Victory Capital & Amundi Deal

TL;DR

VCAP inks Amundi deal, proxy filing out.

AI Summary

Victory Capital Holdings, Inc. announced on July 9, 2024, that it has entered into definitive agreements with Amundi. This filing is a DEFA14A, indicating it's a definitive proxy statement related to this significant transaction.

Why It Matters

This filing signals a major strategic move for Victory Capital, potentially involving a significant acquisition or partnership with Amundi, which will impact its business operations and shareholder value.

Risk Assessment

Risk Level: medium — The filing concerns a significant corporate transaction, which inherently carries integration and financial risks.

Key Players & Entities

• Victory Capital Holdings, Inc. (company) — Registrant and subject of the filing
• Amundi (company) — Party entering into definitive agreements with Victory Capital
• July 9, 2024 (date) — Date of the conference call and announcement

FAQ

Key Financial Figures

• $100 billion — ur overall business by adding more than $100 billion of AUM with very competitive long-term
• $100 million — ing our prior guidance of approximately $100 million in expense synergies with most of that
• $100 m — So when we talk about the guidance of a $100 million, that's net of investment. So tha
• $104b — hlights 5 Asset Class 47% 25% 26% 1% 1% $104bn $104bn $279bn $175bn $279bn U.S. 97% N
• $279b — t Class 47% 25% 26% 1% 1% $104bn $104bn $279bn $175bn $279bn U.S. 97% Non - U.S. 15%
• $175b — 47% 25% 26% 1% 1% $104bn $104bn $279bn $175bn $279bn U.S. 97% Non - U.S. 15% U.S. 85

Filing Documents

• tm2419154d1_defa14a.htm (DEFA14A) — 48KB
• tm2419154d1_defa14aimg001.jpg (GRAPHIC) — 148KB
• tm2419154d1_defa14aimg002.jpg (GRAPHIC) — 601KB
• tm2419154d1_defa14aimg003.jpg (GRAPHIC) — 422KB
• tm2419154d1_defa14aimg004.jpg (GRAPHIC) — 402KB
• tm2419154d1_defa14aimg005.jpg (GRAPHIC) — 276KB
• 0001104659-24-078578.txt ( ) — 2596KB

Forward-Looking Statements

Forward-Looking Statements This communication may contain forward-looking statements within the meaning of applicable U.S. federal and non-U.S. securities laws. These statements may include, without limitation, any "aim," "intend," "may," "anticipate," "assume," "budget," "continue," "estimate," "future," "objective," "outlook," "plan," "potential," "predict," "project," "will," "can have," "likely," "should," "would," "could" and other words and terms of similar meaning or the negative thereof and include, but are not limited to, statements regarding the proposed transaction and the outlook for Victory Capital's or Amundi's future business and financial performance. Such forward-looking statements involve known and unknown risks, uncertainties and other important factors beyond Victory Capital's and Amundi's control and could cause Victory Capital's and Amundi's actual results, performance or achievements to be materially different from the expected results, performance or achievements expressed or implied by such forward-looking statements. Although it is not possible to identify all such risks and factors, they include, among others, the following: risks that conditions to closing will fail to be satisfied and that the transaction will fail to close on the anticipated timeline, if at all; risks associated with the expected benefits, or impact on the Victory Capital's and Amundi's respective businesses, of the proposed transaction, including the ability to achieve any expected synergies; and other risks and factors relating to Victory Capital's and Amundi's respective businesses contained in their respective public filings. Important Additional Information and Where to Find It This communication is being issued in connection with the proposed acquisition of Amundi Holdings US, Inc. (" Amundi US ") by the Company. In connection with the transaction, the Company inte

View Full Filing

View this DEFA14A filing on SEC EDGAR