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Recapitalization Agreement

 

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Title:

Recapitalization Agreement

Entities:

Bain & Co.; Canadian Imperial Bank of Commerce; First National Bank of Boston; Bank of America, NA; Kirkland & Ellis; Milbank, Tweed, Hadley & McCloy; Skadden, Arps, Slate, Meagher & Flom LLP; Testa, Hurwitz & Thibeault; Willkie Farr & Gallagher; ACOF Management, L.P.; Samsonite Corp/fl

Date:

2003

Size:

Preview shows 21KB of 605KB total

Price:

$95

ID:

#170229

 

 

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RECAPITALIZATION AGREEMENT

by and among

SAMSONITE CORPORATION,

ACOF MANAGEMENT, L.P.,

BAIN CAPITAL (EUROPE) LLC,

and

ONTARIO TEACHERS PENSION PLAN BOARD

DATED AS OF MAY 1, 2003

================================================================================

{Page}

TABLE OF CONTENTS

{Table}
{S} {C}
ARTICLE I

DEFINITIONS

SECTION 1.1 Certain Defined Terms..............................................................2
SECTION 1.2 Other Defined Terms................................................................9

ARTICLE II

RECAPITALIZATION TRANSACTIONS

SECTION 2.1 Commencement of Solicitations.....................................................11
SECTION 2.2 Issuance of New Preferred Stock and Funding of the Investment.....................13
SECTION 2.3 Charter Amendments; Conversion....................................................14
SECTION 2.4 Certificate of Incorporation......................................................14
SECTION 2.5 Closing...........................................................................14

ARTICLE III

REPRESENTATIONS AND WARRANTIES OF THE COMPANY

SECTION 3.1 Incorporation and Authority.......................................................15
SECTION 3.2 Capital Stock.....................................................................16
SECTION 3.3 Subsidiaries......................................................................17
SECTION 3.4 Stockholder and Debtholder Approvals Required.....................................18
SECTION 3.5 No Conflict.......................................................................19
SECTION 3.6 Consents and Approvals............................................................19
SECTION 3.7 No Default........................................................................20
SECTION 3.8 Company and Company Board Approval................................................20
SECTION 3.9 SEC Reports; Financial Statements.................................................20
SECTION 3.10 Absence of Certain Changes or Events; No Undisclosed Liabilities..................21
SECTION 3.11 Title and Condition of Properties.................................................21
SECTION 3.12 Absence of Proceedings............................................................21
SECTION 3.13 Licenses and Permits; Compliance with Law.........................................21
SECTION 3.14 Taxes.............................................................................22
SECTION 3.15 Intellectual Property.............................................................23
SECTION 3.16 Real Property.....................................................................24
SECTION 3.17 Employee Benefit Matters..........................................................25
SECTION 3.18 Labor Matters.....................................................................27
SECTION 3.19 Material Contracts................................................................28
SECTION 3.20 Suppliers and Customers...........................................................30
SECTION 3.21 Product Liability.................................................................30
SECTION 3.22 Inventory.........................................................................30
SECTION 3.23 Compliance with Environmental Laws................................................30
SECTION 3.24 Exemption from Registration.......................................................31
{/Table}

-i-
{Page}

{Table}
{S} {C}
SECTION 3.25 Solicitation Documents............................................................31
SECTION 3.26 Information in Financing Documents................................................31
SECTION 3.27 Affiliated Transactions...........................................................32
SECTION 3.28 State Takeover Statutes; Rights Agreement.........................................32
SECTION 3.29 Accounting Matters................................................................32
SECTION 3.30 Insurance.........................................................................32
SECTION 3.31 Brokers...........................................................................33
SECTION 3.32 Interests of Officers and Directors...............................................33
SECTION 3.33 Opinion of Financial Advisor......................................................33
SECTION 3.34 No Integration....................................................................33
SECTION 3.35 No General Solicitation...........................................................33
SECTION 3.36 Works Council.....................................................................34
SECTION 3.37 Labor Practice....................................................................34
SECTION 3.38 Data Protection...................................................................34
SECTION 3.39 Duties............................................................................34
SECTION 3.40 Insolvency........................................................................34
SECTION 3.41 Competition.......................................................................34
SECTION 3.42 State Aid.........................................................................35
SECTION 3.43 Prohibited Payments...............................................................35

ARTICLE IV

REPRESENTATIONS AND WARRANTIES OF THE MAJOR INVESTORS

SECTION 4.1 Incorporation and Authority of the Major Investors................................35
SECTION 4.2 No Conflict.......................................................................36
SECTION 4.3 Consents and Approvals............................................................36
SECTION 4.4 Absence of Proceedings............................................................36
SECTION 4.5 Sufficient Funds..................................................................36
SECTION 4.6 Brokers...........................................................................36
SECTION 4.7 Securities Filings................................................................36
SECTION 4.8 Voting Agreement..................................................................37
SECTION 4.9 Investment Representations........................................................37
SECTION 4.10 Solicitation Documents............................................................37
SECTION 4.11 Information in Financing Documents................................................38
SECTION 4.12 Loan Commitment...................................................................38
SECTION 4.13 Agreements with Other Company Stockholders........................................38

ARTICLE V

COVENANTS

SECTION 5.1 Stockholders Meeting..............................................................38
SECTION 5.2 Conduct of Business Prior to the Closing..........................................39
SECTION 5.3 Access to Information.............................................................42
SECTION 5.4 Governmental Filings; Reasonable Efforts; Notification............................43
SECTION 5.5 Post-Closing Board................................................................45
SECTION 5.6 No Solicitation...................................................................45
{/Table}

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{Page}

{Table}
{S} {C}
SECTION 5.7 Public Announcements..............................................................48
SECTION 5.8 Net Consolidated Financial Indebtedness...........................................48
SECTION 5.9 Litigation........................................................................48
SECTION 5.10 Financial Statements..............................................................48
SECTION 5.11 U.S. Real Property Interest Statement.............................................48
SECTION 5.12 Indenture Amendment...............................................................48
SECTION 5.13 Management Group..................................................................49

ARTICLE VI

CONDITIONS TO CLOSING

SECTION 6.1 Mutual Conditions.................................................................49
SECTION 6.2 Conditions to Obligations of the Company..........................................49
SECTION 6.3 Conditions to Obligations of the Major Investors..................................50

ARTICLE VII

TERMINATION AND WAIVER

SECTION 7.1 Termination.......................................................................52
SECTION 7.2 Effect of Termination.............................................................54
SECTION 7.3 Fees and Expenses.................................................................54
SECTION 7.4 Waiver; Authority to Act..........................................................55

ARTICLE VIII

GENERAL PROVISIONS

SECTION 8.1 Survival..........................................................................56
SECTION 8.2 Notices...........................................................................56
SECTION 8.3 Interpretation....................................................................58
SECTION 8.4 Severability......................................................................58
SECTION 8.5 Entire Agreement..................................................................58
SECTION 8.6 Assignment........................................................................58
SECTION 8.7 Advisory Agreement................................................................58
SECTION 8.8 No Third Party Beneficiaries......................................................58
SECTION 8.9 Governing Law.....................................................................59
SECTION 8.10 Counterparts......................................................................59
SECTION 8.11 Specific Performance..............................................................59
SECTION 8.12 Waiver of Jury Trial..............................................................59
SECTION 8.13 Amendments, Modification and Waiver...............................................59
SECTION 8.14 Major Investors Approval..........................................................59
SECTION 8.15 Commercially Reasonable Efforts...................................................60
{/Table}

-iii-
{Page}

EXHIBITS

Exhibit A - Form of Certificate of Designation of New Preferred Stock

Exhibit B - Form of Stockholders Agreement

Exhibit C - Form of Amendment to Certificate of Designation of Existing
Preferred Stock

Exhibit D - Voting Agreement with Holders of Existing Preferred Stock

Exhibit E - PBGC Proposal

Exhibit F - Commitment Letter

Exhibit G - Common Stock Voting Agreements

Exhibit H - Form of New Warrant

SCHEDULES

Schedule 1.1 - Significant Subsidiaries

Annex 1

-iv-
{Page}

This RECAPITALIZATION AGREEMENT, dated as of May 1, 2003 (this
"AGREEMENT"), is made by and among Samsonite Corporation, a Delaware corporation
(the "COMPANY"); ACOF Management, L.P., a Delaware limited partnership ("ARES");
Bain Capital (Europe) LLC, a Delaware limited liability company ("BAIN"); and
Ontario Teachers Pension Plan Board, a non-share capital corporation established
under the laws of Ontario ("OTPP" and, together with Ares and Bain, the "MAJOR
INVESTORS").

RECITALS

WHEREAS, each of the above parties wishes to effect a series of
transactions that shall together constitute a recapitalization of the Company,
all on the terms and subject to the conditions set forth herein; and

WHEREAS, as part of the Recapitalization (as defined herein), the
Major Investors will, on the terms and subject to the conditions contained in
this Agreement, make a cash investment of $106 million (the "INVESTMENT") in the
Company in exchange for the issuance by the Company to the Major Investors of
shares of a new series of preferred stock of the Company (the "NEW PREFERRED
STOCK") having the terms set forth in the form of certificate of designation
attached hereto as EXHIBIT A (the "NEW CERTIFICATE OF DESIGNATION"); and

WHEREAS, as part of the Recapitalization, the Company will, on the
terms and subject to the conditions contained in this Agreement, effect a
conversion (the "CONVERSION") of all of the Company's outstanding 13-7/8% Senior
Redeemable Exchangeable Preferred Stock (the "EXISTING PREFERRED STOCK") into
shares of common stock, par value $.01 per share, of the Company (the "COMMON
STOCK"), a warrant to purchase Common Stock in substantially the form attached
hereto as EXHIBIT H (each, a "NEW WARRANT") and/or New Preferred Stock; and

WHEREAS, prior to or concurrently with the consummation of the
Recapitalization, the Company will, on the terms and subject to the conditions
contained in this Agreement, effect a refinancing of the Original Credit
Agreement (as defined below); and

WHEREAS, in connection with the Investment, the Company, the Major
Investors and certain other holders of New Preferred Stock shall, on the terms
and subject to the conditions contained in this Agreement, enter into a
Stockholders Agreement with respect to, among other things, the ownership of the
New Preferred Stock and the governance of the Company (the "STOCKHOLDERS
AGREEMENT"), a form of which is attached hereto as EXHIBIT B; and

WHEREAS, the consummation of the Investment is expressly conditioned
upon, INTER ALIA, the consummation of the Notes Consent Solicitation, the
Conversion and the completion of the Refinancing; and

WHEREAS, the board of directors of the Company (the "COMPANY BOARD"),
upon the terms and subject to the conditions set forth herein, (i) has approved
(A) the execution and delivery by the Company of this Agreement, the New
Warrants and the Stockholders Agreement and the performance by the Company of
its obligations hereunder and thereunder and (B) the Charter Amendments (as
defined herein) and the New Certificate of Designation and determined that the
Recapitalization is in the best interests of the Company and the Company
Stockholders, other than the Major Investors, and fair to the Company
Stockholders, other than

{Page}

the Major Investors, and that it is advisable for the Company to consummate the
Recapitalization and the other transactions contemplated by this Agreement, and
(ii) has recommended approval by the holders of Common Stock and Existing
Preferred Stock, as applicable, of the Charter Amendments; and

WHEREAS, in connection with the Recapitalization, certain holders of
the Existing Preferred Stock have entered into a voting agreement, a fully
executed copy of which is attached hereto as EXHIBIT D (the "PREFERRED STOCK
VOTING AGREEMENT"), and certain holders of the Common Stock have entered into
voting agreements, fully executed copies of which are attached hereto as EXHIBIT
G (the "COMMON STOCK VOTING AGREEMENTS").

NOW, THEREFORE, in consideration of the premises and the mutual
agreements and covenants hereinafter set forth, the Company and the Major
Investors hereby agree as follows:

ARTICLE I

DEFINITIONS

SECTION 1.1 CERTAIN DEFINED TERMS. As used in this Agreement, the
following terms shall have the following meanings:

(a) "AFFILIATE" means, with respect to any specified Person, any
other Person that directly, or indirectly through one or more
intermediaries, controls, is controlled by, or is under common control
with, such specified Person, PROVIDED that with respect to Bain for
purposes of SECTION 8.6 (Assignment), "Affiliate" shall also include each
of Bain Fund VII-E (UK) L.P., BCIP Associates III, BCIP Associates III-B,
BCIP Trust Associates III, Sankaty High Yield Partners II, L.P., Sankaty
High Yield Partners III, L.P., Peter Smedvig Capital AS, Randolph Street
Partners V, and each investment fund or entity managed or advised by Bain
or any of its Affiliates.

(b) "ANTITRUST LAWS" means the Sherman Antitrust Act, and the
rules and regulations promulgated thereunder, as amended, the Clayton Act,
and the rules and regulations promulgated thereunder, as amended, the
Federal Trade Commission Act, and the rules and regulations promulgated
thereunder, as amended, the Investment Canada Act, and the rules and
regulations promulgated thereunder, as amended, and, other than the HSR
Act, any other United States federal or state or foreign statutes, rules,
regulations, orders, decrees, administrative or judicial doctrines or other
Applicable Law that is designed to prohibit, restrict or regulate actions
having the purpose or effect of monopolization or restraint of trade.

(c) "APPLICABLE LAW" means all applicable laws, statutes, rules,
regulations, injunctions, decrees, policies or guidelines promulgated, or
judgments, decisions or Governmental Orders entered by, any Governmental
Authority.

(d) "BUSINESS" means the business of the Company and its

 

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