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8-K filed April 26, 2023, 7:59 PM ET ticker CARR CIK 0001783180
M&A confidence high sentiment positive materiality 0.85

Carrier to acquire Viessmann Climate Solutions for EUR 12B in cash and stock

CARRIER GLOBAL Corp

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.95

CARRIER GLOBAL Corp entered into Share Purchase Agreement with Viessmann Group GmbH & Co. KG valued at EUR 12 billion (EUR 9.6 billion in cash and 58,608,959 shares of Carrier Common Stock) (effective 2023-04-25).

Action
entry
Agreement
merger
Counterparty
Viessmann Group GmbH & Co. KG
Value
EUR 12 billion (EUR 9.6 billion in cash and 58,608,959 shares of Carrier Common Stock)
Effective
2023-04-25
Exact text from the filing
On April 25, 2023, Carrier Global Corporation (“ Carrier ”) and Blitz F23-620 GmbH (to be renamed Johann Purchaser GmbH) (“ Purchaser ”), a wholly owned subsidiary of Carrier, entered into a Share Purchase Agreement (the “ Purchase Agreement ”) with Viessmann Group GmbH & Co. KG (“ Seller ”). Pursuant to the Purchase Agreement, on the terms and subject to the conditions therein, Seller has agreed to sell, and Purchaser has agreed to acquire (the “ Acquisition ”), Seller’s climate solutions business (the “ Business ”), through the acquisition of Viessmann Climate Solutions SE (the “ Company ”). The Purchase Agreement includes a locked box mechanism, pursuant to which the purchase price of EUR 12 billion (the “ Base Purchase Price ”) has been fixed upfront by reference to the balance sheet position of the Company as of December 31, 2022, 24.00 hours (CET) (the “ Effective Date ”). The Base Purchase Price consists of (i) EUR 9.6 billion in cash (the “ Cash Consideration ”) (which Cash Con
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CARRIER GLOBAL Corp filing history →

Source: SEC EDGAR
accession 0000950142-23-001205
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