About This Deal

A. O. Smith Corporation acquired Lochinvar Corporation for approximately $418 million, a transaction completed in August 2011, structured as all cash (funded from cash and revolving credit facility).

Lochinvar Corporation operates in Water Heating (boilers), is based in Lebanon, Tennessee, USA. A. O. Smith acquired privately held Lochinvar Corporation of Lebanon, Tennessee, a leading manufacturer of high-efficiency boilers used in commercial and residential hydronic heating and hot-water applications. The purchase price of approximately $418 million was funded from cash and A. O. Smith's revolving credit facility.

Excellent fit with A. O. Smith's strategy to become a leading global water-technology company; Lochinvar's energy-efficient products, quality and customer service complement the existing water-heater business.

Deal Terms

Acquirer
A. O. Smith Corporation
Target
Lochinvar Corporation
Value
Approximately $418 million
Date
August 2011
Type
Full acquisition
Status
Ready

Transaction Details

Target HQ
Lebanon, Tennessee, USA
Segment
Water Heating (boilers)
Structure
All cash (funded from cash and revolving credit facility)
Announced
July 22, 2011
Closed
August 26, 2011

In Their Words

The addition of Lochinvar represents an excellent fit with our strategy to become a leading global water technology company. Lochinvar is a well-known and widely respected brand in our industry, and their emphasis on energy efficient products, world-class quality, and outstanding customer service fit well with our existing water heater business.Paul Jones, Chairman and Chief Executive Officer, A. O. Smith Corporation

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗ · SEC filing ↗

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