Tender Offer - Apollo Management IX, L.P.

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Form Type: SC TO-T

Filing Date: 2025-05-23

Corporate Action: Tender-offer

Type: New

Accession Number: 000114036125020285

Filing Summary: Apollo Management IX, L.P., along with Lido Merger Sub, Inc. and The New Home Company Inc., is filing a Tender Offer Statement regarding the acquisition of common stock of Landsea Homes Corporation. The Offeror intends to purchase all issued and outstanding shares at $11.30 per share in cash. As of May 8, 2025, Landsea has 36,409,560 shares outstanding. The filing includes relevant conditions and procedures set forth in the Offer to Purchase document dated May 23, 2025, alongside the Letter of Transmittal. The deal is structured as a merger agreement, highlighting a consolidated approach toward acquiring Landsea Homes Corporation. Relevant pieces from various sections of the Offer to Purchase and previous filings are incorporated by reference to provide a comprehensive overview of the transaction and its implications for shareholders.

Additional details:

Offer Price: 11.30


Total Shares Outstanding: 36409560


Restricted Stock Units: 592322


Stock Options Exercise Price Below Offer: 379190


Performance Shares Units Target: 1282877


Warrants Exercise Price: 1150


Form Type: SC TO-C

Filing Date: 2025-05-16

Corporate Action: Tender-offer

Type: New

Accession Number: 000095014225001411

Filing Summary: Apollo Management IX, L.P. and its associates, including Lido Holdco, Inc. and The New Home Company Inc., are initiating a planned tender offer for all outstanding shares of common stock of Landsea Homes Corporation. The offer is part of a proposed merger outlined in a Merger Agreement dated May 12, 2025. The communication serves as preliminary information regarding the upcoming tender offer and highlights important forward-looking statements regarding the transaction's completion, associated risks, and the absence of a current offer to purchase shares. Stockholders of Landsea Homes are advised to review forthcoming tender offer documents once filed with the SEC, as these will contain crucial details about the tender offer process and implications for stockholders.

Additional details:

Title Of Class Of Securities: Common Stock, par value $0.0001 per share


Cusip Number: 51509P103


Authorized Person: Miek Harbur


Authorized Person Address: 18300 Von Karman Ave, Suite 1000, Irvine, California 92612


Authorized Person Telephone: (949) 382-6525


Legal Counsel Names: Brian P. Finnegan, Luke R. Jennings


Legal Counsel Address: Paul, Weiss, Rifkind, Wharton & Garrison LLP, 1285 Avenue of the Americas, New York, New York 10019


Legal Counsel Telephone: (212) 373-3000


Form Type: SC TO-C

Filing Date: 2025-05-13

Corporate Action: Tender-offer

Type: New

Accession Number: 000095014225001342

Filing Summary: Apollo Management IX, L.P. along with Lido Merger Sub, Inc., Lido Holdco, Inc., and The New Home Company Inc. are initiating a pre-commencement communication related to a planned tender offer for all issued and outstanding shares of common stock of Landsea Homes Corporation. This tender offer is pursuant to an Agreement and Plan of Merger dated May 12, 2025, indicating a strategic acquisition move to further consolidate their market presence. The solicitation for shares from Landsea Homes' stockholders is scheduled to take place shortly, with the details to be filed with the SEC in compliance with applicable securities regulations. The document emphasizes that the tender offer materials will include crucial information for investors and that the offer is neither an attempt to purchase nor a solicitation until officially filed. It also outlines various risks and forward-looking statements associated with the transaction, highlighting uncertainties regarding the completion of the tender offer, stockholder participation, and other operational implications.

Additional details:

Title Of Class: Common Stock


Cusip Number: 51509P103


Filing Persons: Apollo Management IX, L.P., Lido Merger Sub, Inc., Lido Holdco, Inc., The New Home Company Inc.


Company Name: Landsea Homes Corporation


Merger Agreement Date: 2025-05-12


Address: 18300 Von Karman Ave, Suite 1000, Irvine, California 92612


Telephone: (949) 382-6525


Legal Counsel: Paul, Weiss, Rifkind, Wharton & Garrison LLP, 1285 Avenue of the Americas, New York, New York 10019, (212) 373-3000


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