{"schema_version":"secwatch.filing_event.v1","accession":"0000950142-23-001205","form_type":"8-K","ticker":"CARR","cik":"0001783180","company_name":"CARRIER GLOBAL Corp","filed_at":"2023-04-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:40.546955+00:00","generated_at":"2026-06-16T13:26:20.448565+00:00","sec_items":["1.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Carrier to acquire Viessmann Climate Solutions for EUR 12B in cash and stock","bullets":["Base purchase price EUR 12B: EUR 9.6B cash + 58.6M Carrier shares (antidilution protected).","Closing expected around end of 2023; subject to regulatory clearances, audited financials, and other conditions.","Carrier obtained bridge loan commitment up to EUR 8.2B from JPMorgan and BofA to finance cash portion.","Viessmann gets right to nominate one Carrier board member for 10 years if it holds at least 50% of share consideration.","Seller grants exclusive worldwide license for 'Viessmann' trademarks for 40 years (renewable) with royalties."],"urls":{"canonical":"https://secwatch.observer/filing/0000950142-23-001205","json":"https://secwatch.observer/filing/0000950142-23-001205.json","markdown":"https://secwatch.observer/filing/0000950142-23-001205.md","text":"https://secwatch.observer/filing/0000950142-23-001205.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1783180/000095014223001205/0000950142-23-001205-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1783180/000095014223001205/eh230352031_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T13:26:20.448565+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"581a55200ea5501f5f42de2bcacf49536623b58e","claim":"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).","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1783180/000095014223001205/0000950142-23-001205-index.htm","confidence":0.95,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"merger"},{"label":"Counterparty","value":"Viessmann Group GmbH & Co. KG"},{"label":"Value","value":"EUR 12 billion (EUR 9.6 billion in cash and 58,608,959 shares of Carrier Common Stock)"},{"label":"Effective","value":"2023-04-25"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}