Equity Capital Market Transactions - KeyBank | …Select Initial Public Equity Offerings April 2010...
Transcript of Equity Capital Market Transactions - KeyBank | …Select Initial Public Equity Offerings April 2010...
Confidential
Equity Capital Market Transactions
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
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Selected Follow-on Equity Offerings
$132,000,000
Follow-On
Offering
June 2013
Senior Co-Manager Co-Bookrunner
$95,400,000
Follow-On
Offering
May 2013
$109,882,500
Follow-On
Offering
May 2013
Co-Bookrunner
$738,990,000
Follow-On
Offering
May 2013
Senior Co-Manager
$1,690,500,000
Follow-On
Offering
May 2013
Senior Co-Manager
May 2013
Co-Bookrunner
$179,112,500
Follow-On
Offering
$179,113,000
Follow-On
Offering
May 2013
Co-Bookrunner
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
$158,700,000
Follow-On
Offering
September 2013
Senior Co-Manager
$104,937,500
Follow-On
Offering
July 2013
Co-Bookrunner
$146,625,000
Follow-On
Offering
August 2013
Co-Bookrunner
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Selected Follow-on Equity Offerings
Co-Manager
$299,402,500
Follow-On
Offering
February 2013
Co-Lead Manager
$197,800,000
Follow-On
Offering
February 2013
Co-Bookrunner
$95,450,000
Follow-On
Offering
February 2013
$180,262,500
Follow-On
Offering
February 2013
Co-Bookrunner
$269,100,000
Follow-On
Offering
March 2013
Co-Manager
$155,250,000
Follow-On
Offering
January 2013
Co-Lead Manager
$173,003,125
Follow-On
Offering
January 2013
Co-Manager
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
Co-Bookrunner
$369,150,000
Follow-On
Offering
March 2013
Co-Bookrunner
$218,212,500
Follow-On
Offering
March 2013
Co-Manager
$342,792,000
Follow-On
Offering
March 2013
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Select Initial Public Equity Offerings
April 2010
$210,000,000
Initial Public
Offering
Senior Co-Manager
$250,240,000
Initial Public
Offering
June 2010
Co-Manager Co-Lead Manager
September 2010
$310,960,000
Initial Public
Offering
January 2011
Co-Manager
$648,312,000
Initial Public
Offering
May 2011
$568,710,000
Initial Public
Offering
Co-Manager
February 2011
$253,500,000
Initial Public
Offering
Co-Manager
April 2012
$292,560,000
Initial Public
Offering
Co-Bookrunner Co-Manager
January 2013
$360,525,000
Initial Public
Offering
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
Co-Manager
October 2013
$1,068,925,000
Initial Public
Offering
Co-Bookrunner
October 2013
$257,500,000
Initial Public
Offering
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Select At-the-Market Offering Programs
Sales Agent
$100,000,000
At-the-Market
Offering
January 2013
Sales Agent
4.5 million shares
At-the-Market
Offering
February 2013
Sales Agent
$300,000,000
At-the-Market
Offering
March 2013
Sales Agent
$500,000,000
At-the-Market
Offering
March 2013
Sales Agent
$150,000,000
At-the-Market
Offering
May 2013
Sales Agent
$209,000,000
At-the-Market
Offering
May 2013
Sales Agent
$150,000,000
At-the-Market
Offering
November 2012
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
Sales Agent
$250,000,000
At-the-Market
Offering
June 2013
Sales Agent
10 million shares
At-the-Market
Offering
August 2013
Sales Agent
8 million shares
At-the-Market
Offering
July 2013
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Select Convertible Notes Offerings
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
$200,000,000
5.00% Exchangeable
Senior Notes due 2016
October 2009
Co-Lead Manager
$115,000,000
6.00 % Exchangeable
Senior Notes due 2030
January 2010
Co-Manager
$240,000,000
4.25% Exchangeable
Senior Notes due 2030
March 2010
Co-Manager
$180,000,000
3.75% Exchangeable
Senior Notes due 2030
January 2010
Senior Co-Manager
$350,000,000
1.75% Exchangeable
Senior Notes due 2040
November 2010
Sr. Co-Manager
$350,000,000
4.25 % Exchangeable
Senior Notes due 2018
July 2011
Co-Lead Manager Co-Manager
$125,000,000
3.75% Exchangeable
Senior Notes due 2020
February 2013
$86,250,000
5.00% Convertible Junior
Subordinated Notes due 2041
April 2011
Co-Manager Co-Bookrunner
$300,000,000
3.75% Exchangeable Senior
Notes due 2018
July 2013
Co-Lead Manager
$300,000,000
3.625% Exchangeable
Senior Notes due 2020
July 2013
Confidential
M&A Transactions
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
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Sellside Advisor &
Fairness Opinion
$391 Million
has been acquired by
and
Sellside Advisor
$362 Million
has sold a portfolio of 16
senior living communities to
And Joint Venture affiliates
Joint
Venture
Partner
Sellside Advisor
$4.3 Billion
Has been acquired by
Buyside Advisor
$225 Million
has acquired energy
infrastructure assets from
Sellside Advisor &
Fairness Opinion
$275 Million
has merged with
Select M&A Transactions
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
$247 Million
Buyside Advisor
has acquired
Sellside Advisor
$189 Million
has sold part of its
retail portfolio to
$650 million
Sellside Advisor
Entity Level Sale and
Acquisition Growth Capital
$3+ Billion
Financial Advisor
Sellside Advisory and
Fairness Opinion
$81 million
Sellside Advisor
has sold a portfolio of senior
living communities to
Confidential
Debt Capital Market Transactions
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
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Select Preferred Equity Offerings
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
$85,000,000
Preferred Stock Offering
March 2013
Senior Co-Manager
$125,000,000
Preferred Stock
Offering
October 2012
Co-Lead Manager
$75,000,000
Preferred Stock Offering
December 2012
Senior Co-Manager
$115,000,000
Preferred Stock Offering
December 2012
Co-Manager Co-Manager
$135,000,000
Preferred Stock
Offering
December 2012
$115,614,068
Preferred Stock
Offering
September 2012
Co-Manager Co-Manager
$172,500,000
Preferred Stock Offering
September 2012
$46,000,000
Preferred Stock Offering
July 2012
Co-Lead Manager
$100,000,000
Preferred Stock Offering
July 2012
Co-Manager
$172,500,000
Preferred Stock Offering
June 2012
Co-Manager
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Select Corporate Debt Offerings
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
Co-Manager
$400,000,000
Senior Unsecured
Notes
March 2013
Co-Manager
$800,000,000
Senior Unsecured
Notes
November 2012
$250,000,000
Senior Unsecured
Notes
November 2012
Co-Manager
$500,000,000
Senior Unsecured
Notes
November 2012
Co-Manager
$450,000,000
Senior Unsecured
Notes
November 2012
Co-Manager
$225,000,000
Senior Unsecured
Notes
December 2012
Co-Bookrunner
Co-Manager
$275,000,000
Senior Unsecured
Notes
June 2013
Co-Manager
$250,000,000
Senior Unsecured
Notes
June 2013
Co-Manager
$110,000,000
Senior Unsecured
Notes
May 2013
Co-Bookrunner
$600,000,000
Senior Unsecured
Notes
September 2013
Confidential
Syndicated Finance Transactions
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
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Select Corporate Banking Transactions
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
Lead Arranger
& Admin Agent
September 2013
$600,000,000
Senior Unsecured
Credit Facility
Co-Lead Arranger
& Admin Agent
September 2013
$1,250,000,000
Senior Unsecured
Credit Facility
Co-Lead Arranger
& Admin Agent
August 2013
$360,000,000
Senior Unsecured
Credit Facility
Lead Arranger
& Admin Agent
August 2013
$230,000,000
Senior Unsecured
Credit Facility
Lead Arranger
& Admin Agent
August 2013
$120,000,000
Senior Secured
Credit Facility
Co-Lead Arranger
& Admin Agent
August 2013
$500,000,000
Senior Unsecured
Credit Facility
Co-Lead Arranger
& Admin Agent
August 2013
$310,000,000
Senior Unsecured
Credit Facility
Co-Lead Arranger
& Admin Agent
July 2013
$755,000,000
Senior Unsecured
Credit Facility
Co-Lead Arranger
& Admin Agent
July 2013
$740,000,000
Senior Unsecured
Credit Facility
Co-Lead Arranger
& Admin Agent
July 2013
$1,350,000,000
Senior Unsecured
Credit Facility
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Select Corporate Banking Transactions
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
Lead Arranger
& Admin Agent
April 2013
$75,000,000
Senior Secured
Credit Facility
Lead Arranger
& Admin Agent
April 2013
$60,000,000
Senior Unsecured
Credit Facility
Co-Lead Arranger
& Admin Agent
May 2013
$275,000,000
Senior Unsecured
Credit Facility
Co-Lead Arranger
& Admin Agent
May 2013
$1,000,000,000
Senior Unsecured
Credit Facility
Lead Arranger
& Admin Agent
May 2013
$115,000,000
Senior Unsecured
Credit Facility
Lead Arranger
& Admin Agent
May 2013
$575,000,000
Senior Unsecured
Credit Facility
Data Center REIT
Lead Arranger
& Admin Agent
March 2013
$115,000,000
Senior Secured
Term Loan
Lead Arranger
& Admin Agent
June 2013
$400,000,000
Senior Unsecured
Credit Facility
Lead Arranger
& Admin Agent
June 2013
$140,000,000
Senior Secured
Credit Facility
Lead Arranger
& Admin Agent
June 2013
$150,000,000
Senior Secured
Credit Facility
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Select Corporate Banking Transactions
KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp and its subsidiaries, KeyBanc Capital Markets Inc., Member
NYSE/FINRA/SIPC, and KeyBank National Association ("KeyBank N.A."), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities
representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.
Lead Arranger
& Admin Agent
March 2013
$150,000,000
Senior Secured
Credit Facility
Co-Lead Arranger
& Admin Agent
February 2013
$200,000,000
Senior Unsecured
Credit Facility
Lead Arranger
& Admin Agent
January 2013
$150,000,000
Senior Unsecured
Credit Facility
Co- Lead Arranger
& Admin Agent
January 2013
$400,000,000
Senior Secured
Term Loan
Co-Lead Arranger
& Admin Agent
February 2013
$550,000,000
Senior Unsecured
Credit Facility
Co-Lead Arranger
& Admin Agent
February 2013
$250,000,000
Senior Unsecured
Credit Facility
Co-Lead Arranger
& Admin Agent
February 2013
$465,000,000
Senior Secured
Credit Facility
Lead Arranger
& Admin Agent
March 2013
$110,000,000
Senior Secured
Credit Facility
Lead Arranger
& Admin Agent
March 2013
$50,000,000
Senior Secured
Credit Facility
Lead Arranger
& Admin Agent
March 2013
$265,000,000
Senior Secured
Credit Facility