Relational Investors Responds to Sovereign Bancorp CEO's Statements
October 21 2005 - 4:32AM
PR Newswire (US)
SAN DIEGO, Oct. 21 /PRNewswire/ -- Relational Investors LLC
("Relational") released the following statement in response to
Sovereign Bancorp, Inc. ("Sovereign" or the "Company") Chairman and
CEO Jay Sidhu's comments of yesterday regarding Relational's
initiative to elect two of its nominees to Sovereign's board of
directors. If there were ever any doubt as to the need for truly
independent directors, Sovereign's press release from yesterday
removes that doubt. As described in our proxy materials filed with
the Securities and Exchange Commission, we are convinced that the
Company's stock price is severely discounted and has consistently
been so over the past ten years. We attribute this discount, in
part, to the lack of accountability and serious conflicts of
interest of the board. Rather than focus on historical stock price
performance, we continue to emphasize what the stock price
performance can and should be if Sovereign's management and board
focus on all strategies and alternatives for maximizing long-term
shareholder value. Mr. Sidhu makes a gratuitous reference to our
"agenda." We are convinced that our agenda, as set forth in our
proxy material, is identical with that of all shareholders --
creation of long-term shareholder value. We propose to achieve this
agenda through the election of truly independent directors. We
believe independent directors will restore credibility with the
investment community, eliminate conflicts of interest, and improve
financial performance. Sovereign's opposition to this proposal
demonstrates irrefutably, in our view, that enhanced performance
can be achieved only through the election of truly independent
directors. Mr. Sidhu also referred to "negotiations" between
Sovereign and Relational. In light of this comment and so
shareholders are informed, we thought it appropriate to share our
position. Relational has taken the position that any resolution to
our proxy initiative must include board representation for two
nominees. Relational has further taken the position that any
resolution must leave the nominees free and unfettered to act,
consistent with their fiduciary duties as board members, in the
Company's best interest. We can only conclude from Mr. Sidhu's
rhetorical tone that he intends to take all measures to avoid being
held accountable to independent directors who are not selected and
approved by him and incumbent board members. In our opinion, to
avoid this accountability, Mr. Sidhu has signaled that he is
willing to spend shareholder money and incur major distractions to
management's focus. Our proposal will only be "costly and
disruptive" if Mr. Sidhu and the Sovereign board choose to make it
so. If the Sovereign board instead adopts our recommendation for
truly independent directors, the result will not be cost, but great
benefit for the Company and its shareholders. About Relational
Investors Relational Investors LLC is an asset management firm
located in San Diego, California managing $6.0 billion. Additional
information about Relational is available on their website at
http://www.rillc.com/. Further Information About Relational's
Preliminary Proxy Materials On October 20, 2005, Relational
Investors LLC ("Relational"), together with a number of affiliated
persons and entities that may be deemed "participants" for purposes
of the solicitation rules of the Securities and Exchange Commission
("SEC"), filed a preliminary proxy statement on Schedule 14A with
the SEC relating to a possible solicitation of proxies from the
shareholders of Sovereign Bancorp, Inc. ("Sovereign") in connection
with Relational's nomination of Ralph Whitworth and David
Batchelder for election to Sovereign's board of directors at
Sovereign's 2006 Annual Meeting of shareholders. Relational will
prepare and file with the SEC a definitive proxy statement relating
to their nomination of Messrs. Whitworth and Batchelder and may
file other proxy solicitation materials. SHAREHOLDERS ARE URGED TO
READ THE PRELIMINARY PROXY STATEMENT (AND THE DEFINITIVE PROXY
STATEMENT, WHEN IT BECOMES AVAILABLE) BECAUSE IT CONTAINS IMPORTANT
INFORMATION REGARDING RELATIONAL'S NOMINATION OF MESSRS. WHITWORTH
AND BATCHELDER FOR ELECTION AS DIRECTORS. The preliminary proxy
statement is, and the definitive proxy statement (when it becomes
available) will be, available for free at http://www.sec.gov/,
along with any other relevant documents. You may also obtain a free
copy of the preliminary proxy statement, or the definitive proxy
statement (when it becomes available), by contacting Maudie Holland
of Relational at (858) 704-3321, or by sending an email to .
Information regarding the names, affiliation, and interests of
persons who may be deemed to be participants in our solicitation of
proxies of Sovereign's shareholders is available in the preliminary
proxy statement filed with the SEC on October 20, 2005. DATASOURCE:
Relational Investors LLC CONTACT: Sandi Christian, Relational
Investors LLC, +1-858-704-3335, Web site: http://www.rillc.com/
Copyright