Victory Capital Holdings, Inc. Class A Common Stock · NASDAQ:VCTR
Victory Capital Holdings, Inc. Class A Common Stock — Merger or Acquisition (July 2024)
5 slides from Victory Capital Holdings, Inc. Class A Common Stock's merger presentation, Jul 9, 2024
Slide 1: Victory Capital and Amundi Execute Definitive Agreement to Become Strategic Partners
Victory Capital and Amundi Execute Definitive Agreement to Become Strategic Partners July 9, 2024
Slide 2: Forward-looking statements
2 This presentation may contain forward - looking statements within the meaning of the Private Securities Litigation Reform Act of 1 995. These statements may include, without limitation, any statements preceded by, followed by or including words such as “target,” “believe,” “expect, ” “ aim,” “inte
Slide 3: Important Additional Information and Where to Find It
3 This communication is being issued in connection with the proposed acquisition of Amundi Holdings US, Inc . (“ Amundi US ”) by the Company . In connection with the transaction, the Company intends to file a proxy statement and certain other documents regarding the transaction with the SEC . The de
Slide 4: Executive Summary
Executive Summary 4 ▪ Victory Capital and Amundi to become long - term strategic partners with 15 - year global and reciprocal distribution agreements ▪ Amundi US to combine into Victory Capital ▪ Amundi to become a strategic minority shareholder of Victory Capital » 26.1% economic stake 1 » 2 Amund
Slide 5: Pro Forma Highlights
U.S. 65% Non - U.S. 35% 10% 25% 54% 11% 22% 20% 5% 10% 43% 48% 7% 44% <1% 46% 36% 14% 2% 2% 25% 37% 35% Client Type Proforma Highlights 5 Asset Class 47% 25% 26% 1% 1% $104bn $104bn $279bn $175bn $279bn U.S. 97% Non - U.S. 15% U.S. 85% Non - U.S. 3% $175bn Equity Fixed Income Multi Asset / Solutions
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