M&I Marshall & Ilsley Bank Announces Results as of the Early Tender Date of Its Cash Tender for up to $400,000,000 of Debt Secur
December 15 2009 - 8:33AM
PR Newswire (US)
MILWAUKEE, Dec. 15 /PRNewswire-FirstCall/ -- M&I Marshall &
Ilsley Bank ("M&I Bank") announced the results to date of its
offer to purchase for cash (the "Tender Offer") debt securities
having an aggregate principal amount of up to $400,000,000 (the
"Maximum Tender Amount"). As of 5:00 p.m., Eastern Standard Time,
on December 14, 2009, M&I Bank had received tenders of debt
securities having an aggregate principal amount of $433,082,000 as
set forth in the table below: Total Principal Amount Tendered
Aggregate As of Acceptance Principal 5:00 p.m., Title of CUSIP
Priority Amount December 14, Security Numbers Level Outstanding(1)
2009 Floating Rate Subordinated Bank Notes due 2012 55259PAF3 1
$500,095,000(2) $139,064,000(2) Senior Floating Rate Notes due June
1, 2011 5525V0AZ9 2 $188,093,000 $109,237,000 Senior 5.150% Fixed
Rate Notes due February 22, 2012 5525V0BD7 3 $189,325,000
$107,677,000 5.30% Senior Notes due September 8, 2011 5525V0BA3 4
$150,702,000 $77,104,000 (1) As of December 14, 2009. (2) The Bank
will purchase up to $200,000,000 in aggregate principal amount of
these notes pursuant to the offer. "The retirement of these
liabilities represents an efficient use of our robust cash and
liquidity position," said Greg Smith, senior vice president and
chief financial officer. "We are pleased with the market's response
to our tender offer." The offer to purchase was 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"). Under the terms of the
Offer to Purchase, the "Early Tender Date" was 5:00 p.m., Eastern
Standard Time, on December 14, 2009. Holders who tendered their
debt securities prior to the Early Tender Date, and whose debt
securities are accepted for purchase, will receive an early tender
premium in addition to the applicable tender offer consideration
set forth in the Offer to Purchase. Holders who tender their debt
securities after the Early Tender Date and on or before 11:59 p.m.,
Eastern Standard Time, on December 29, 2009 (the "Expiration
Date"), will receive only the applicable tender offer consideration
as set forth in the Offer to Purchase. Pursuant to the Offer to
Purchase, tendered debt securities may no longer be withdrawn,
unless otherwise required by law. The aggregate principal amount of
the debt securities subject to the Tender Offer that have been
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. M&I 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. Under the terms of the Offer to Purchase, holders
of the above debt securities have until the Expiration Date to
tender their debt securities, unless such date is extended or the
Tender Offer is earlier terminated with respect to any series of
debt securities. Settlement is expected to occur on Wednesday,
December 30, 2009. The complete terms and conditions of the Tender
Offer are set forth in the Offer to Purchase and the Letter of
Transmittal that were sent to registered holders of the above debt
securities. Holders are urged to read the Offer to Purchase and the
Letter of Transmittal carefully. 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 purchases 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 applicable tender offer consideration
set forth in the Offer to Purchase. 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
Corporation, +1-414-765-7727 Web Site: http://www.micorp.com/
http://www.mibank.com/
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