Dana Sells Drive and Motion Systems for $650M

Ticker: DAN · Form: 8-K · Filed: Nov 25, 2024 · CIK: 26780

Sentiment: neutral

Topics: divestiture, acquisition, strategic-shift

TL;DR

Dana selling DMS for $650M to One Rock Capital. Focus on core biz.

AI Summary

Dana Incorporated announced on November 24, 2024, that it has entered into a definitive agreement to sell its Drive and Motion Systems (DMS) business to an affiliate of One Rock Capital Partners, LLC for $650 million. This strategic divestiture is expected to close in the first quarter of 2025, subject to customary closing conditions.

Why It Matters

This significant divestiture allows Dana to focus on its core businesses and strengthen its balance sheet, potentially leading to improved financial performance and strategic flexibility.

Risk Assessment

Risk Level: medium — The sale is subject to customary closing conditions and regulatory approvals, introducing potential delays or complications.

Key Numbers

Key Players & Entities

FAQ

What is the name of the business Dana Incorporated is selling?

Dana Incorporated is selling its Drive and Motion Systems (DMS) business.

Who is the buyer of the Drive and Motion Systems business?

The buyer is an affiliate of One Rock Capital Partners, LLC.

What is the total sale price for the DMS business?

The total sale price is $650 million.

When is the expected closing date for this transaction?

The transaction is expected to close in the first quarter of 2025.

What is the strategic rationale behind this divestiture for Dana?

Dana is divesting the DMS business to focus on its core businesses and strengthen its balance sheet.

Filing Stats: 1,295 words · 5 min read · ~4 pages · Grade level 11.5 · Accepted 2024-11-25 17:18:28

Key Financial Figures

Filing Documents

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 10.1 Offer Letter to R. Bruce McDonald, dated November 24, 2024 10.2 Retirement, Transition and Release Agreement, dated November 24, 2024, between Dana Incorporated and James K. Kamsickas 99.1 Dana Incorporated Press Release dated November 25, 2024 104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. DANA INCORPORATED Date: November 25, 2024 By: /s/ Douglas H. Liedberg Name: Douglas H. Liedberg Title: Senior Vice President, General Counsel and Secretary

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