8-KAcquisitions & DispositionsExhibits & Filings

ROCKWELL AUTOMATION, INC 8-K Report, Acquisition Completed (Sep 1, 2021)

Filed September 1, 2021For Securities:ROK

Summary

Rockwell Automation, Inc. (ROK) has announced the successful completion of its acquisition of Plex Systems Holdings, Inc. on August 31, 2021. The merger, which saw Plex become a wholly-owned subsidiary of Rockwell, was valued at an aggregate merger consideration of $2.22 billion in cash, adjusted to an estimated $2.15 billion at the time of the transaction's close. This strategic acquisition brings Plex's cloud-native smart manufacturing platforms into Rockwell's portfolio, a move aimed at enhancing its capabilities in the manufacturing technology space.

Key Highlights

  • 1Rockwell Automation completed the acquisition of Plex Systems Holdings, Inc. on August 31, 2021.
  • 2The total cash consideration for the acquisition was approximately $2.22 billion, adjusted to an estimated $2.15 billion at closing.
  • 3Plex Systems provides cloud-native smart manufacturing platforms, which will now be integrated into Rockwell's offerings.
  • 4The acquisition was financed through a combination of existing cash and new debt, including proceeds from an August 17, 2021 note offering.
  • 5The transaction is expected to enhance Rockwell's capabilities in the smart manufacturing and cloud solutions market.
  • 6The filing includes forward-looking statements that highlight risks related to integration, unforeseen liabilities, and other uncertainties.
  • 7The representations and warranties of Plex and Rockwell generally did not survive the closing of the merger.

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