Summary
American International Group, Inc. (AIG) has announced a significant divestiture of its aircraft leasing subsidiary, International Lease Finance Corporation (ILFC). On December 16, 2013, AIG entered into a definitive agreement to sell 100% of ILFC's common stock to AerCap Holdings N.V. (AerCap) for a total transaction value of approximately $5.4 billion. The consideration includes $3.0 billion in cash, a $600.0 million special dividend from ILFC to AIG, and approximately 97.6 million shares of AerCap common stock, which will result in AIG holding about 46% of AerCap upon completion. This transaction marks a strategic shift for AIG as it continues to streamline its operations and exit non-core businesses. The sale is subject to regulatory approvals, including CFIUS and antitrust agencies, as well as AerCap shareholder approval, with a target closing date of September 16, 2014. Concurrently, AIG terminated its previous agreement to sell up to 90% of ILFC to Jumbo Acquisition Limited, as that transaction did not close. AIG has also entered into a credit agreement to provide a $1.0 billion revolving credit facility to AerCap Ireland, available upon closing of the ILFC sale.
Key Highlights
- 1AIG to sell 100% of International Lease Finance Corporation (ILFC) to AerCap Holdings N.V. for approximately $5.4 billion.
- 2Transaction consideration includes $3.0 billion in cash, a $600 million special dividend, and 97.6 million shares of AerCap common stock.
- 3Upon closing, AIG will hold approximately 46% of AerCap's common stock.
- 4Sale is subject to customary closing conditions, including regulatory approvals (CFIUS, antitrust) and AerCap shareholder approval.
- 5AIG has terminated its prior agreement to sell up to 90% of ILFC to Jumbo Acquisition Limited.
- 6AIG will provide a $1.0 billion revolving credit facility to AerCap Ireland, available upon closing of the ILFC transaction.
- 7AIG will have board representation rights at AerCap based on its ownership stake.