Ford Financial Fund to Commence Tender Offer to Acquire Majority Interest in Mechanics Bank
September 25 2014 - 4:01PM
Business Wire
Ford Financial Fund II, L.P. (“Ford Financial”) and Mechanics
Bank (the “Bank”) today jointly announced that they have entered
into an agreement pursuant to which Ford Financial will conduct a
tender offer to acquire a majority of the outstanding shares of
common stock of the Bank. Under the terms of the agreement, Ford
Financial will conduct a tender offer to purchase up to 65 percent
of the outstanding shares of common stock of the Bank at a cash
purchase price of $26,832 per share. Mechanics Bank’s Board of
Directors (the “Board”) has approved the transaction, which will
allow the Bank's existing shareholders the opportunity to obtain
meaningful liquidity while maintaining an equity stake in the Bank
moving forward.
The offer price represents a premium of approximately 62 percent
over the last reported sale price of the Bank’s common stock on the
OTC Bulletin Board on September 24, 2014, the day prior to the
announcement of the transaction. The terms and conditions of the
tender offer will be described in an Offer to Purchase and related
documents that will be mailed to the Bank’s shareholders when Ford
Financial commences the tender offer. The tender offer will be
subject to the tender of a sufficient number of the Bank’s
outstanding shares of common stock such that Ford Financial would
own at least a 51 percent interest in the Bank, as well as the
receipt of regulatory approvals and other customary conditions.
Christa Steele, President and Chief Executive Officer of
Mechanics Bank, said, “The Board strongly believes this transaction
represents exceptional value for our shareholders and is in the
best interest of our clients and employees. Ford Financial is a
highly successful bank investor with a proven 35-year track record
of partnering with financial institutions to facilitate growth. We
take great comfort in knowing that Ford Financial has an intimate
understanding of the banking business, and is fully committed to
upholding our longstanding culture of excellence. Our Board also
appreciates the flexibility Ford Financial provided by structuring
a transaction that meets the varied needs of our shareholders.”
Commenting further on the merits of the transaction, Ms. Steele
stated, “The completion of the tender offer would benefit our
shareholders and the Bank in a number of ways. In addition to
providing shareholders with a substantial premium and immediate
liquidity, Mechanics Bank would gain a strong partner who is
committed to supporting our next phase of growth. Together with
Ford Financial’s experienced team of banking professionals, we will
be able to build an even stronger enterprise benefiting our
clients, employees and the communities we serve.”
“Mechanics Bank is a storied California institution, and it has
earned a strong reputation over the course of its 109-year history
as a trusted financial partner that enriches the communities in
which it operates,” said Gerald J. Ford, Co-Managing Member at Ford
Financial.
“Mechanics Bank has a clear strategic direction and a visionary
leader in Christa Steele, who we fully endorse,” said Carl B. Webb,
Co-Managing Member at Ford Financial. “We are impressed by the
Bank’s focus on delivering superior client service, as well as its
footprint in markets we know well from our extensive past
experience in California. We look forward to working with Mechanics
Bank to further solidify its position as a leading banking
institution.”
Summary of Strategic Benefits
The completion of the tender offer is expected to benefit
Mechanics Bank in the following ways:
- Provides Immediate Shareholder
Value: The transaction would provide Mechanics Bank
shareholders with the opportunity for immediate liquidity and
substantial value for their investment. Shareholders will have the
opportunity to sell all or a portion of their shares in Mechanics
Bank for cash, subject to proration in the event more than 65% of
the outstanding shares are tendered into the offer. Importantly,
shareholders will have the ability to make their own investment
decision regarding the offer in light of their unique investment
objectives.
- Enhances Growth Prospects:
Mechanics Bank would gain a strong committed partner with an
established track record of success helping banking institutions
facilitate meaningful growth.
- Adds Significant Committed
Shareholder: Ford Financial will own at least 51 percent of
Mechanics Bank, reflecting its commitment and belief in Mechanics
Bank’s business model and long-term growth prospects.
- Strengthens Board of Directors:
With the completion of the tender offer, three new Board seats
would be granted to representatives of Ford Financial, adding
considerable depth, talent and industry experience to Mechanics
Bank’s Board.
Advisors
River Branch Capital LLC is serving as financial advisor to
Mechanics Bank and Wachtell, Lipton, Rosen & Katz is serving as
legal advisor. Sheppard Mullin Richter & Hampton LLP is serving
as legal advisor to Ford Financial.
About Ford Financial Fund II, L.P.
Ford Financial Fund II, L.P. is a private equity fund with $755
million in commitments that is focused on investments in financial
services companies. Ford Financial’s Co-Managing Members, Gerald J.
Ford and Carl B. Webb, possess a rare combination of investment
skill, deep industry expertise and decades of operational
experience. Ford Financial invests in a variety of opportunities,
from healthy companies in need of growth equity to troubled banks
that need to be recapitalized. Unlike most private equity funds,
Ford Financial is structured and prepared to become a bank holding
company under applicable banking regulations.
About Mechanics Bank
For more than a century, Mechanics Bank has been committed to
helping people build prosperous communities through forging lasting
relationships through teamwork, respect and integrity. The $3
billion independent bank, based in Northern California, offers
personal banking, business banking, trust, brokerage and wealth
management services. For more information, please visit
www.mechanicsbank.com.
Tender Offer Statement
The tender offer described in this communication has not yet
commenced, and this communication is neither an offer to purchase
nor a solicitation of an offer to sell any shares of the common
stock of the Bank. This release is for informational purposes only.
On the commencement date of the tender offer, Ford Financial will
disseminate an Offer to Purchase, a letter of transmittal and
related documents to the shareholders of the Bank. At or around the
same time, the Bank will publish a statement with respect to the
tender offer. Shareholders should read these materials carefully
because they will contain important information, including the
various terms and conditions of the tender offer. Shareholders will
be able to obtain a free copy of these documents when they become
available.
Forward Looking Statements
Certain statements set forth in this news release, particularly
those pertaining to the Bank's expectations or future results or
other outcomes, and other statements identified by words such as
"estimates," "expects," "projects," "plans" and similar
expressions, are forward-looking statements. These forward-looking
statements are subject to risks and uncertainties that may cause
actual results to differ materially, including competition; the
ability to execute initiatives; the impact of economic conditions
(including changes in interest rates); variations in the ability
and propensity of consumers and businesses to borrow, repay or
deposit money, or to use other banking and financial services; the
results of regulatory examinations or changes in law, regulations
or regulatory practices; legal and administrative proceedings
involving the Bank; the Bank's ability to attract and retain key
management and staff; information technology; natural disasters;
accounting matters; and other risk factors relating to the Bank's
business or industry. You should not place undue reliance on these
forward-looking statements, which speak only as of the date of this
news release. Unless legally required, the Bank undertakes no
obligation to update or revise publicly any forward-looking
statements, whether as a result of new information, future events
or otherwise.
Investor & Media Relations for Mechanics BankICR,
Inc.Phil Denning or Jason
Chudoba203-682-8200Phil.Denning@icrinc.com,
Jason.Chudoba@icrinc.com
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