8-KMaterial AgreementsFinancial EventsExhibits & Filings

Blackstone Inc. 8-K Report, Material Agreement (Aug 20, 2009)

Filed August 20, 2009For Securities:BX

Summary

This 8-K filing by The Blackstone Group L.P. (BX) on August 20, 2009, reports on the issuance of $600 million in aggregate principal amount of 6.625% Senior Notes due 2019. These notes are unsecured and unsubordinated obligations of the Issuer, Blackstone Holdings Finance Co. L.L.C., and are fully and unconditionally guaranteed by several indirect subsidiaries of The Blackstone Group L.P. The offering was made through an indenture, which includes covenants restricting the ability of the Issuer and Guarantors to incur certain secured indebtedness or engage in significant asset sales or mergers. For investors, the key takeaway is Blackstone's successful access to capital markets during a period of financial market stress. The issuance of these senior notes at a 6.625% interest rate indicates investor confidence in Blackstone's creditworthiness. The covenants provide some protection to noteholders by limiting the company's ability to take on excessive secured debt or significantly alter its asset base without provisions for noteholder repayment. The notes mature in 10 years, providing a long-term funding source for the company.

Key Highlights

  • 1Blackstone Group L.P. issued $600 million in aggregate principal amount of 6.625% Senior Notes due 2019.
  • 2The notes are unsecured and unsubordinated obligations of the Issuer, Blackstone Holdings Finance Co. L.L.C.
  • 3The notes are fully and unconditionally guaranteed by several indirect subsidiaries of The Blackstone Group L.P.
  • 4The issuance was facilitated by an indenture with The Bank of New York Mellon as trustee.
  • 5The indenture includes covenants that limit the incurrence of secured indebtedness and restrict mergers, consolidations, or asset sales.
  • 6The notes are subject to redemption at the Issuer's option under 'make-whole' provisions.
  • 7A change of control repurchase event requires the Issuer to repurchase the notes at 101% of their principal amount plus accrued interest.

Frequently Asked Questions

This 8-K filing announces a material definitive agreement, specifically the entry into an indenture for the issuance of $600 million of 6.625% Senior Notes due 2019 by Blackstone Holdings Finance Co. L.L.C., an indirect subsidiary of The Blackstone Group L.P.

The Senior Notes bear an interest rate of 6.625% per annum, payable semiannually. They mature on August 15, 2019, and are unsecured and unsubordinated obligations of the issuer. The notes are fully guaranteed by certain indirect subsidiaries of Blackstone.

The indenture includes covenants that limit the Issuer's and Guarantors' ability to incur secured indebtedness or engage in significant asset sales or mergers. Additionally, upon a change of control, noteholders have the right to have their notes repurchased by the Issuer at 101% of the principal amount plus accrued interest. The notes can also be redeemed under 'make-whole' provisions at the Issuer's option.

No, the 6.625% Senior Notes due 2019 are described as unsecured and unsubordinated obligations of the Issuer and Guarantors. The indenture does, however, limit the ability of the Issuer and Guarantors to incur *new* indebtedness secured by liens on certain equity interests or to sell assets, which indirectly protects the holders of these unsecured notes.