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Business | Hapag-Lloyd in Advanced Talks to Acquire Zim, Deal Valued Over $3 Billion

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German shipping major Hapag-Lloyd AG is in advanced negotiations to acquire its Israeli competitor, Zim Integrated Shipping Services Ltd., in a deal valued at over $3 billion. This potential acquisition could significantly reshape the global shipping landscape and requires multiple regulatory and governmental approvals.

German Shipping Giant Hapag-Lloyd Eyes Zim in Multi-Billion Dollar Deal

German shipping major Hapag-Lloyd AG confirmed today, , that it is in advanced negotiations to acquire its Israeli competitor, Zim Integrated Shipping Services Ltd. This significant transaction is reportedly valued at over $3 billion, with some estimates placing it around $3.7 billion.

The potential acquisition involves Hapag-Lloyd acquiring all shares of Zim, leading to the latter's delisting from the New York Stock Exchange. The negotiations also involve FIMI Opportunity Funds, an Israeli private equity firm, concerning special rights related to the transaction.

Key Details of the Proposed Acquisition

According to reports, the deal is structured with Hapag-Lloyd acquiring Zim's international operations, while FIMI Opportunity Funds would take control of Zim's domestic Israeli operations. This division is designed to address regulatory concerns, particularly in Israel. The total value of the transaction is estimated to be between $3.5 billion and $3.7 billion.

A critical aspect of the agreement is the retention of a “golden share” by the Israeli government. This special right ensures the state can rely on Zim's fleet during national emergencies and grants the government veto power over matters of national interest, similar to the arrangement with national carrier El Al.

Official Position and Approvals Required

Hapag-Lloyd AG's Management Board has confirmed its involvement in advanced negotiations, as per the company's statements. The transaction is contingent upon receiving approvals from both companies' boards, relevant regulatory bodies, and the State of Israel. Negotiations concerning special rights with FIMI Opportunity Funds are reportedly well-advanced.

Market and Stakeholder Reaction

The proposed acquisition has drawn attention, particularly from Zim's workers' committee, which has expressed opposition. The committee reportedly voiced concerns regarding Hapag-Lloyd's shareholder base, which includes the Qatar Investment Authority and Saudi Arabia's sovereign wealth fund, holding stakes of approximately 12.3% and 10.2% respectively. The committee emphasized Zim's critical role in maintaining supply routes for Israel during conflicts, citing its actions during the 'Sword of Iron' war.

Timeline and Next Steps

The completion of the deal remains subject to various regulatory approvals. This includes consent from the State of Israel due to its special rights, which Hapag-Lloyd is in advanced discussions with FIMI Opportunity Funds to manage. Further details are expected to be released as negotiations progress and approvals are sought.

Context and Background

Hapag-Lloyd AG, headquartered in Hamburg, Germany, is one of the world's leading container shipping lines. Zim Integrated Shipping Services Ltd., based in Haifa, Israel, is a prominent global container shipping company. This proposed acquisition reflects a broader trend of consolidation within the international shipping industry, as companies seek to strengthen their global networks and enhance operational capabilities amid market volatility.

Key Takeaways

  • Hapag-Lloyd AG is in advanced talks to acquire Zim Integrated Shipping Services Ltd.
  • The deal is valued at over $3 billion, with estimates reaching approximately $3.7 billion.
  • The acquisition involves Hapag-Lloyd taking over Zim's international operations, while FIMI Opportunity Funds will manage its Israeli domestic operations.
  • The transaction requires approvals from both companies' boards, regulatory bodies, and the State of Israel, which holds a "golden share" in Zim.
  • Zim is expected to be delisted from the New York Stock Exchange upon completion of the deal.

People Also Ask

What is the estimated value of the Hapag-Lloyd and Zim acquisition?
The potential acquisition of Zim Integrated Shipping Services Ltd. by Hapag-Lloyd AG is estimated to be valued at over $3 billion, with some reports citing a figure of approximately $3.7 billion.

Who are the key parties involved in the Zim acquisition talks?
The primary parties involved are German shipping giant Hapag-Lloyd AG, Israeli competitor Zim Integrated Shipping Services Ltd., and Israeli private equity firm FIMI Opportunity Funds. The State of Israel also plays a crucial role due to its special rights in Zim.

What is the "golden share" held by the Israeli government in Zim?
The "golden share" is a special right retained by the Israeli government that allows it to rely on Zim's fleet during national emergencies and grants veto power over matters of national interest, ensuring the company's services for the state.

Will Zim Integrated Shipping Services Ltd. continue to be publicly traded?
No, if the acquisition by Hapag-Lloyd AG is completed, Zim Integrated Shipping Services Ltd. is expected to be delisted from the New York Stock Exchange.

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