secwatch / observer
8-K filed September 29, 2023, 7:59 PM ET ticker BHC CIK 0000885590
M&A confidence high sentiment neutral materiality 0.75

Bausch Health Companies Inc. (BHC): M&A transaction — Bausch + Lomb completes $2.5B XIIDRA acquisition from Novartis, funded with $1.9B debt

Bausch Health Companies Inc.

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.99

Bausch Health Companies Inc. incurred term loan of $500,000,000 of new term loans with Bausch + Lomb Corporation at at a rate per annum equal to, at the borrower’s option, either (a) a base rate d maturing September 29, 2028.

Instrument
term loan
Principal
$500,000,000 of new term loans
Counterparty
Bausch + Lomb Corporation
Rate
at a rate per annum equal to, at the borrower’s option, either (a) a base rate d
Maturity
September 29, 2028
Event
incurrence
Exact text from the filing
On September 29, 2023, Bausch + Lomb entered into an amendment (the “First Incremental Amendment”) to the credit and guaranty agreement, dated as of May 10, 2022 (the “Credit Agreement,” and as amended by the First Incremental Amendment, the “Amended Credit Agreement”), by and among Bausch + Lomb, certain subsidiaries of Bausch + Lomb as subsidiary guarantors, the lenders party thereto, Citibank, N.A., in its capacity as collateral agent, Goldman Sachs Bank USA, in its capacity as term facility administrative agent, and JPMorgan Chase Bank, N.A., in its capacity as first incremental term facility administrative agent, pursuant to which Bausch + Lomb borrowed $500,000,000 of new term loans (the “First Incremental Term Loans”).
View on SEC.gov
Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.99

Bausch Health Companies Inc. incurred senior notes of $1,400,000,000 aggregate principal amount with Bausch + Lomb Corporation at 8.375% maturing October 1, 2028.

Instrument
senior notes
Principal
$1,400,000,000 aggregate principal amount
Counterparty
Bausch + Lomb Corporation
Rate
8.375%
Maturity
October 1, 2028
Event
incurrence
Exact text from the filing
On September 29, 2023, Bausch + Lomb Corporation (“Bausch + Lomb”), a subsidiary of Bausch Health Companies Inc. (the “Company”), completed its previously announced offering of $1,400,000,000 aggregate principal amount of its 8.375% Senior Secured Notes due 2028 (the “Notes”).
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M&A Transactions SEC 8-K Item 2.01/5.01 confidence 0.9

Bausch Health Companies Inc. completed an acquisition involving Novartis Pharma AG and Novartis Finance Corporation (closed 2023-09-29).

Action
acquisition
Counterparty
Novartis Pharma AG and Novartis Finance Corporation
Closing
2023-09-29
Exact text from the filing
On September 29, 2023, Bausch + Lomb completed the Acquisition pursuant to the terms and conditions of the previously announced Stock and Asset Purchase Agreement
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.99

Bausch Health Companies Inc. entered into First Incremental Amendment to Bausch + Lomb Credit Agreement with Citibank, N.A., Goldman Sachs Bank USA, JPMorgan Chase Bank, N.A. valued at $500,000,000 (effective 2023-09-29).

Action
entry
Agreement
credit facility
Counterparty
Citibank, N.A., Goldman Sachs Bank USA, JPMorgan Chase Bank, N.A.
Value
$500,000,000
Effective
2023-09-29
Exact text from the filing
On September 29, 2023, Bausch + Lomb entered into an amendment (the “First Incremental Amendment”) to the credit and guaranty agreement, dated as of May 10, 2022 (the “Credit Agreement,” and as amended by the First Incremental Amendment, the “Amended Credit Agreement”), by and among Bausch + Lomb, certain subsidiaries of Bausch + Lomb as subsidiary guarantors, the lenders party thereto, Citibank, N.A., in its capacity as collateral agent, Goldman Sachs Bank USA, in its capacity as term facility administrative agent, and JPMorgan Chase Bank, N.A., in its capacity as first incremental term facility administrative agent, pursuant to which Bausch + Lomb borrowed $500,000,000 of new term loans (the “First Incremental Term Loans”).
View on SEC.gov

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Bausch Health Companies Inc. filing history →

Source: SEC EDGAR
accession 0001193125-23-247446
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