---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-24-000034"
form_type: "8-K"
ticker: "CARR"
cik: "0001783180"
company_name: "CARRIER GLOBAL Corp"
filed_at: "2024-01-02T23:59:59+00:00"
generated_at: "2026-06-07T05:24:48.188938+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.95
calibrated_materiality_score: 0.95
confidence: "high"
source: SEC EDGAR
---

# Carrier closes Viessmann Climate Solutions acquisition for ~$14.2B total consideration

## Summary
- Total consideration: EUR 10.2B cash plus 58.6M Carrier common shares (estimated ~$14.2B).
- Viessmann Climate Solutions adds ~12,000 employees; strengthens Carrier's European RLC HVAC position.
- Max Viessmann appointed to Carrier board; Thomas Heim to lead Carrier RLC HVAC in EMEA.
- Bridge loan of €113M and $349M drawn to fund cash portion; additional debt financing arranged.
- Pro forma combined revenue $20.2B for nine months ended Sep 30, 2023 (VCS contributed $3.2B).

## SEC filing metadata
- accession: 0001140361-24-000034
- form_type: 8-K
- ticker: CARR
- cik: 0001783180
- company_name: CARRIER GLOBAL Corp
- filed_at: 2024-01-02T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.95
- calibrated_materiality_score: 0.95
- confidence: high
- sec_items: 1.01, 2.01, 2.03, 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1783180/000114036124000034/0001140361-24-000034-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1783180/000114036124000034/ef20016935_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-24-000034
- JSON: https://secwatch.observer/filing/0001140361-24-000034.json
- Plain text: https://secwatch.observer/filing/0001140361-24-000034.txt

## Key facts
- Executive change
  Maximilian Viessmann was appointed as member of the Board at CARRIER GLOBAL Corp.
  - Action: appointed
  - Role: member of the Board
  source text: Effective as of the Closing, on January 2, 2024, Maximilian Viessmann was appointed as a member of the Board, with a term expiring at Carrier’s 2024 annual meeting of shareowners.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1783180/000114036124000034/0001140361-24-000034-index.htm
- M&A Transactions
  CARRIER GLOBAL Corp completed an acquisition involving Viessmann Group GmbH & Co. KG for EUR 10.2 billion in cash and 58,608,959 common shares (closed 2024-01-02).
  - Action: acquisition
  - Counterparty: Viessmann Group GmbH & Co. KG
  - Consideration: EUR 10.2 billion in cash and 58,608,959 common shares
  - Closing: 2024-01-02
  source text: Solutions ”). On January 2, 2024, Carrier completed the Acquisition. Pursuant to the Purchase Agreement, the purchase price paid by Purchaser to Seller consisted of (i) EUR 10.2 billion in cash (the “ Cash Consideration ”) and (ii) 58,608,959 common shares, par value $0.01, of Carrier (“ Carrier Common Stock ” and such consideration, the “ Share Consideration
  evidence_url: https://www.sec.gov/Archives/edgar/data/1783180/000114036124000034/0001140361-24-000034-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.