8-KMaterial AgreementsFinancial EventsOther Events+1

FISERV INC 8-K Report, Material Agreement (Jun 14, 2011)

Filed June 14, 2011For Securities:FISV

Summary

Fiserv, Inc. (FISV) filed an 8-K on June 14, 2011, detailing significant debt financing activities. The company successfully issued $1 billion in aggregate principal amount of new senior notes, comprising $600 million of 3.125% Senior Notes due 2016 and $400 million of 4.750% Senior Notes due 2021. These new notes are guaranteed by certain wholly-owned domestic subsidiaries and were issued under an existing indenture, supplemented by new supplemental indentures. Concurrently, Fiserv completed a tender offer for its 6.125% Senior Notes due 2012, repurchasing approximately $699.8 million of these notes. The remaining outstanding 2012 notes, totaling approximately $300.2 million, will be redeemed on July 14, 2011. The proceeds from the new note issuance were used to fund the repurchase and redemption of the 2012 notes. This move indicates a refinancing strategy to potentially lower interest costs and extend debt maturities.

Key Highlights

  • 1Issuance of $600 million in 3.125% Senior Notes due 2016.
  • 2Issuance of $400 million in 4.750% Senior Notes due 2021.
  • 3Total new debt issuance of $1 billion.
  • 4Repurchase of approximately $699.8 million of 6.125% Senior Notes due 2012 via tender offer.
  • 5Redemption of remaining ~$300.2 million of 6.125% Senior Notes due 2012 on July 14, 2011.
  • 6Use of proceeds from new note issuance to fund the repurchase and redemption of older notes.
  • 7New notes are guaranteed by certain domestic subsidiaries on a senior unsecured basis.

Frequently Asked Questions

The 8-K filing announced Fiserv's completion of a significant debt financing transaction, involving the issuance of new senior notes and the repurchase/redemption of existing senior notes. This indicates a strategic refinancing effort.

Fiserv issued $1 billion in aggregate principal amount of new senior notes. This includes $600 million of 3.125% Senior Notes due 2016 and $400 million of 4.750% Senior Notes due 2021. The notes are guaranteed by certain subsidiaries.

Fiserv completed a tender offer to purchase its 6.125% Senior Notes due 2012, repurchasing nearly $700 million. The remaining approximately $300.2 million of these notes will be redeemed on July 14, 2011.

The company funded the payment for the purchased 2012 notes with the proceeds generated from the issuance of the new 2016 and 2021 Senior Notes.