M&I Marshall & Ilsley Bank Announces Cash Tender for Up to $400,000,000 of Debt Securities
December 01 2009 - 6:03PM
PR Newswire (US)
MILWAUKEE, Dec. 1 /PRNewswire-FirstCall/ -- M&I Marshall &
Ilsley Bank (M&I Bank) announced today that it has commenced an
offer to purchase for cash (the "Tender Offer") the debt securities
listed in the table below: Aggregate Principal Acceptance Amount
Priority Title of Security CUSIP Numbers Outstanding(1) Level
----------------- -------------- ---------- ---------- Floating
Rate Subordinated Bank Notes due 2012 55259PAF3 $500,095,000(2) 1
Senior Floating Rate Notes due June 1, 2011 5525V0AZ9 $188,093,000
2 Senior 5.150% Fixed Rate Notes due February 22, 2012 5525V0BD7
$189,325,000 3 5.30% Senior Notes due September 8, 2011 5525V0BA3
$150,702,000 4 Dollars per $1,000 Principal Amount
----------------------------------- Early Tender Offer Tender Total
Title of Security Consideration Premium Consideration(3)
----------------- ------------- ------- ---------------- Floating
Rate Subordinated Bank Notes due 2012 $760 $40 $800 Senior Floating
Rate Notes due June 1, 2011 $885 $40 $925 Senior 5.150% Fixed Rate
Notes due February 22, 2012 $955 $40 $995 5.30% Senior Notes due
September 8, 2011 $960 $40 $1,000 _________________ (1) As of
November 30, 2009. (2) The Bank will purchase up to $200,000,000 in
aggregate principal amount of these notes pursuant to the offer.
(3) Includes the Early Tender Premium The offer to purchase is
being made to registered holders of the above debt securities on
the terms and subject to the conditions set forth in the offer to
purchase dated December 1, 2009 (the "Offer to Purchase"), and the
related letter of transmittal (the "Letter of Transmittal").
M&I Bank is offering to purchase up to $400,000,000 in
aggregate principal amount (the "Maximum Tender Amount") of the
debt securities as set forth in the table above. The Tender Offer
will expire at 11:59 p.m., Eastern Standard Time, on December 29,
2009 unless extended or terminated (the "Expiration Date"). The
Tender Offer Consideration for each $1,000 principal amount of each
issue of the debt securities tendered and accepted for purchase
pursuant to the offer will be as set forth in the table above.
Holders of debt securities that are validly tendered and not
validly withdrawn before 5:00 p.m., Eastern Standard Time, on
December 14, 2009 (the "Early Tender Date"), and accepted for
purchase will receive the applicable Tender Offer Consideration
plus the applicable Early Tender Premium. In order to receive the
Early Tender Premium, holders must tender their debt securities on
or before the Early Tender Date. Holders who tender their debt
securities after the Early Tender Date and on or before the
Expiration Date will receive only the Tender Offer Consideration.
Tendered debt securities may be withdrawn any time before 5:00
p.m., Eastern Standard Time, on the Early Tender Date, but not
thereafter, unless otherwise required by law. If the aggregate
principal amount of the debt securities subject to the offer that
are validly tendered and not validly withdrawn exceeds the Maximum
Tender Amount, M&I Bank will accept for payment only a portion
of such debt securities with an aggregate principal amount equal to
the Maximum Tender Amount, and the debt securities will be
purchased in accordance with the acceptance priority level (the
"Acceptance Priority Level") set forth in the table above. Those
Acceptance Priority Levels are ranked in numerical priority order:
an Acceptance Priority Level of 1 is the highest-ranking Acceptance
Priority Level and an Acceptance Priority Level of 4 is the lowest
ranking Acceptance Priority Level. Up to $200,000,000 in aggregate
principal amount of the debt securities tendered having an
Acceptance Priority Level of 1 will be accepted for purchase before
any tendered debt securities having a lower-ranking Acceptance
Priority Level are accepted for purchase. The Bank will not accept
for purchase more than $200,000,000 in aggregate principal amount
of the debt securities having an Acceptance Priority Level of 1. If
more than $200,000,000 in aggregate principal amount of the debt
securities having an Acceptance Priority Level of 1 are tendered,
Securities tendered having Acceptance Priority Levels of 2 through
4 will be accepted for purchase in order of Acceptance Priority
Level ranking. If some but not all of an applicable Acceptance
Priority Level issue of debt securities is accepted for purchase,
the debt securities within that issue will be prorated based on the
aggregate principal amount tendered with respect to such issue.
Debt securities with a lower Acceptance Priority Level than the
prorated issue of debt securities will not be accepted for
purchase. Completion of the tender offer is subject to, and
conditioned upon, the satisfaction or, where applicable, waiver of
certain conditions set forth in the Offer to Purchase. M&I Bank
may amend, extend or terminate the Tender Offer at any time, in its
sole discretion. The complete terms and conditions of the Tender
Offer are set forth in the Offer to Purchase and the Letter of
Transmittal that are being sent to registered holders of the above
debt securities. Holders are urged to read the Offer to Purchase
and the Letter of Transmittal carefully when they become available.
Goldman, Sachs & Co. is serving as Dealer Manager and Global
Bondholder Services Corporation is serving as Depositary and
Information Agent in connection with the Tender Offer. Persons with
questions regarding the Tender Offer should contact Goldman, Sachs
& Co. at 800-828-3182 (toll free) or 212-902-5183 (collect).
Requests for copies of the Offer to Purchase or the Letter of
Transmittal may be directed to Global Bondholder Services
Corporation at (866) 387-1500 (toll free) or (212) 430-3774
(collect for banks and brokers). This press release does not
constitute an offer to buy or the solicitation of an offer to sell
any securities, nor shall there be any purchase of securities of
M&I Bank in any state or jurisdiction in which such an offer,
solicitation or purchase would be unlawful. The Tender Offer is
being made only pursuant to the Offer to Purchase and the Letter of
Transmittal. M&I Bank may, from time to time to the extent
permitted by applicable law, acquire any of the above debt
securities that remain outstanding after the Expiration Date
through open market or privately negotiated transactions, one or
more additional tender or exchange offers or otherwise, for prices
that may be less than, equal to or greater than the Total
Consideration or Tender Offer Consideration. M&I Marshall &
Ilsley Bank is an affiliate of Marshall & Ilsley Corporation
(NYSE:MI), a diversified financial services corporation
headquartered in Milwaukee, Wis., with $58.5 billion in assets.
Founded in 1847, M&I Marshall & Ilsley Bank is the largest
Wisconsin-based bank, with 192 offices throughout the state. In
addition, M&I has 53 locations throughout Arizona; 33 offices
in Indianapolis and nearby communities; 36 offices along Florida's
west coast and in central Florida; 16 offices in Kansas City and
nearby communities; 26 offices in metropolitan Minneapolis/St.
Paul, and one in Duluth, Minn.; and one office in Las Vegas, Nev.
M&I's Southwest Bank subsidiary has 17 offices in the greater
St. Louis area. M&I also provides trust and investment
management, equipment leasing, mortgage banking, asset-based
lending, financial planning, investments, and insurance services
from offices throughout the country and on the Internet
(http://www.mibank.com/ or http://www.micorp.com/). M&I's
customer-based approach, internal growth, and strategic
acquisitions have made M&I a nationally recognized leader in
the financial services industry. Forward-Looking Statements This
press release contains statements that may constitute
forward-looking statements within the meaning of the Private
Securities Litigation Reform Act of 1995, such as statements other
than historical facts. These forward-looking statements include,
without limitation, statements with respect to the financial
condition of M&I Bank or M&I, results of operations, plans,
objectives, future performance and business, including statements
preceded by, followed by or including the words "believes,"
"expects," "anticipates," references to estimates or similar
expressions. Future filings by M&I Bank with the Federal
Deposit Insurance Corporation or other regulatory agencies, future
filings by M&I with the Securities and Exchange Commission, and
statements other than historical facts contained in written
material, press releases and oral statements issued by, or on
behalf of, M&I Bank or M&I, may also constitute
forward-looking statements. Forward-looking statements are subject
to significant risks and uncertainties, and M&I Bank's and/or
M&I's actual results may differ materially from the results
discussed in such forward-looking statements. Factors that might
cause actual results to differ from the results discussed in
forward-looking statements include, but are not limited to, the
risk factors set forth in the Offer to Purchase. Readers are
cautioned not to place undue reliance on these forward-looking
statements, which reflect only M&I Bank's and/or M&I's
beliefs as of the date of this press release. All forward-looking
statements are based upon information available at the time of such
statements and M&I Bank and M&I, as the case may be, assume
no obligation to update any forward-looking statement. DATASOURCE:
Marshall & Ilsley Corporation CONTACT: Greg Smith, senior vice
president, chief financial officer of Marshall & Ilsley,
+1-414-765-7727 Web Site: http://www.micorp.com/
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