M&A: Carlyle Secured Lending III

Form Type: 425

Filing Date: 2025-01-03

Corporate Action: Merger

Type: New

Accession Number: 000119312525001571

Comments: On January 3, 2025, Carlyle Secured Lending III (CSL III) amended the Agreement and Plan of Merger previously entered into with Carlyle Secured Lending, Inc., Blue Fox Merger Sub, Inc., and their respective advisors. The Amendment outlines details regarding transaction costs associated with the merger, including caps on costs and allocation responsibilities among the parties involved. Up to $5 million worth of transaction costs will be borne mutually between CSL III and Carlyle Global Credit Investment Management depending on whether the merger closes or is called off due to various conditions. The board of trustees of CSL III unanimously approved this Amendment. Forward-looking statements regarding future operating results, business prospects, and regulatory risks associated with the merger are also included, along with warnings of potential costs and risks involved with stockholder approval processes and external economic factors.

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Form Type: 8-K

Filing Date: 2025-01-03

Corporate Action: Merger

Type: Update

Accession Number: 000119312525001562

Comments: On January 3, 2025, Carlyle Secured Lending III (CSL III), alongside other parties involved, amended the Agreement and Plan of Merger dated August 2, 2024, with Carlyle Secured Lending, Inc. and related entities. The Amendment outlines how transaction costs related to the Merger will be allocated among the involved parties, with specific provisions based on whether the merger closes or not and the manner in which costs will be shared. The board of trustees of CSL III unanimously approved the Amendment. The document also contains forward-looking statements regarding the potential outcomes and risks associated with the merger. Shareholders are advised to read the associated Proxy Statement and Information Statement when available.

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