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Overview

CITIC Ka Wah Bank contributes to a $995 million AUD syndicated loan for the Myer Acquisition Project (Linked to Record ID#99491)

Commitments (Constant USD, 2023)$108,167,683
Commitment Year2006Country of ActivityAustraliaDirect Recipient Country of IncorporationAustraliaOverseas JurisdictionHong Kong (China)SectorBusiness And Other ServicesFlow TypeLoan

Status

Project lifecycle

Completion

Pipeline: PledgePipeline: CommitmentImplementationCompletion

Timeline

Key dates

Commitment date
Aug 16, 2006
Start (actual)
Jun 2, 2006
End (actual)
Jun 2, 2006
Last repayment (originally scheduled)
Aug 14, 2012

Stakeholders

Organizations involved in projects and activities supported by financial and in-kind transfers from Chinese government and state-owned entities

Ultimate beneficial owners

At least 25% host country ownership

Funding agencies

State-owned Commercial Banks

  • China CITIC Bank International Limited (formerly CITIC Ka Wah Bank)

Cofinancing agencies

Joint Venture/Special Purpose Vehicles

  • Goldman Sachs JBWere

Private Sector

  • Aozora Bank, Ltd.
  • Banque Fédérative du Crédit Mutuel (BFCM) (CM-CIC)
  • Credit Suisse AG
  • CTBC Bank (formerly Chinatrust Commercial Bank)
  • National Australia Bank Limited (NAB)
  • Oversea-Chinese Banking Corporation, Limited (OCBC Bank)
  • St.George Bank
  • United Overseas Bank Limited (UOB)

State-owned Banks

  • Allied Irish Banks, p.l.c. (AIB)
  • Bayerische Landesbank (BayernLB)

State-owned Commercial Banks

  • Industrial and Commercial Bank of China (Asia) Limited (ICBC (Asia))

Receiving agencies

Private Sector

  • Myer Holdings Limited

Loan description

August 2006 $995 million AUD syndicated loan for the Myer Acquisition Project in Australia

Interest typeUnknownMaturity6 years

Narrative

Full Description

Project narrative

In mid-August 2006, a syndicate of 13 banks — including the Industrial and Commercial Bank of China (Asia) Limited (ICBC (Asia)) and CITIC Ka Wah Bank entered into a $995 million AUD ($1 billion USD; €858 million EUR) syndicated multi-tranche loan agreement with Myer Holdings Limited — an Australian department store company — for the Myer Acquisition Project. This loan carried a maturity period of six years and was divided into three tranches: a $675 million AUD amortizing term loan tranche, a $300 million AUD revolver tranche, and a $20 million AUD capital expenditure facility tranche. The proceeds were to be used to support the $1.4 billion AUD leveraged buyout of Australian department store chain Myer by a consortium led by American private equity firms Texas Pacific Group (TPG) and Newbridge Capital and Australia's The Myer Family Company (the founders of the company) from Coles Myer. At the time of the acquisition, Myer had 61 stores across Australia. The acquisition was completed on June 2, 2006. Record ID#99491 captures ICBC (Asia)'s contribution. Record ID#99492 captures CITIC Ka Wah Bank's contribution. In addition to these banks, the following lenders contributed to the loan syndicate: Credit Suisse AG, Goldman Sachs JBWere, National Australia Bank Limited (NAB), Aozora Bank, Ltd., Allied Irish Bank (AIB), BayernLB, Chinatrust Commercial Bank, Crédit Mutuel, Oversea-Chinese Banking Corporation (OCBC Bank), St.George Bank, and United Overseas Bank Limited (UOB). Credit Suisse, Goldman Sachs JB Were, and NAB served as mandated lead arrangers.

Staff comments

1. The individual contributions of the 13 lenders to this $995 million AUD syndicated loan is unknown. For the time being, AidData has assumed each lender contributed equally to each tranche and has estimated the contribution of ICBC (Asia) and CITIC Ka Wah Bank by assuming that each lender contributed an equal amount ($76,538,461.5385 AUD) to the syndicated loan. 2. "Loan week, August 4 - 10", published on Friday, August 11, 2006, states that this loan was to be signed the next week. "Corporate Governance: Barbarian’s at the Gate, again." confirms that Newbridge and Texas Pacific took on debt, indicating the loan was signed. The exact date is unknown, however, and for the time being AidData has coded the middle of that next week, Wednesday, August 16, 2006 as the commitment date and marked the commitment_date_estimated? field as True.