Analysts downgrade CI Financial as they digest $1.34-billion deal

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Analysts downgrade CI Financial as they digest $1.34-billion deal
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Three have concluded that the financing deal for its U.S. wealth platform announced last week will be more costly than initially believed

after concluding that a seemingly triumphant financing deal will be far more costly than initially believed.

CI said the deal valued the U.S. business at nearly three times CI’s entire $2.3-billion market capitalization on the Toronto Stock Exchange at Wednesday’s closing price of $12.50 per share. Shares initially jumped by 50 per cent. The key to the decline could be found in the 184-page document of legal agreements CI filed with regulators Thursday morning. It revealed the investors had a “preferred liquidation preference”: a guaranteed price for the preferred shares if the company did not complete an IPO of a given size, by a given time. The price guarantee implied an annual rate of return for the new investors of at least 14.5 per cent on the preferred shares.

He estimates shareholders of the Canadian parent will end up owning 55 per cent to 60 per cent of the business, thanks to the guarantees given to the preferred shareholders.

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