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FT Partners Announces Significant Recapitalization Advisory Transaction

Overview of Transaction
  • On June 30, 2004, VeriFone, Inc. ("VeriFone") successfully executed an important $292,000,000 recapitalization
  • The transaction consists of a $190,000,000 senior secured term loan, a $72,000,000 second lien loan facility and a $30,000,000 senior secured revolving credit facility
  • Proceeds of the transaction will be used to refinance existing debt, redeem preferred stock, provide working capital needs and distribute a substantial cash dividend to common shareholders
  • VeriFone is one of the world's largest electronic payments solutions providers and one of the single largest private or public financial / payments technology companies in the world
Significance of Transaction
  • Highly successful debt transaction, extremely well-received by the market
  • VeriFone was able to "flex" the transaction to obtain more favorable deal terms, as a result of it's superior story and market demand
FT Partners' Role
  • FT Partners acted as overall advisor to VeriFone and served as Structuring Agent on the refinancing
  • Managed virtually the entire process and other outside advisors as "inside advisor" to VeriFone's CEO
  • Created detailed financial projection model
  • Drafted Offering Memorandum
  • Created management presentation meetings with potential lead arrangers
  • Prepared and coordinated due dilligence session with management for arrangers
  • Created core of rating agency presentation