Barclays considers selling its asset unit to BlackRock 

 







Jun 08 2009 2110 hrs IST , NEW YORK 


 

 
 


By LANDON THOMAS JR. AND MICHAEL J. de la MERCED 
 

Barclays of Britain is in advanced talks to sell its asset-management arm to 
BlackRock, the giant money manager, for more than $10 billion, people briefed 
on the matter said.
Asale of Barclays Global Investors, or B.G.I., could lead to major changes for 
both firms. B.G.I. is considered a trophy in the asset management business, 
operating in 15 countries and managing more than $1 trillion in assets.
A deal could be reached sometime this week, although those briefed on the talks 
cautioned Sunday that negotiations were continuing and could still fall apart. 
One of the biggest unresolved matters is price, with Barclays seeking more than 
$12 billion for B.G.I. Other firms may also bid.
Should a deal be reached, Barclays would probably retain a stake in B.G.I., and 
Robert Diamond, president of Barclays, would take a seat on Black- Rock’s 
board, these people said.
In a statement Monday, Barclays said it had had discussions with ‘‘a number of 
parties, including with BlackRock,’’ about both B.G.I. and iShares, the 
exchange- traded funds unit of B.G.I.
‘‘The discussions are not yet concluded, and there are a number of significant 
open issues which could affect the nature and terms of any transaction,’’ the 
bank said. ‘‘There is no certainty that these discussions will result in 
Barclays concluding a different transaction’’ than the one it announced in 
April to sell iShares to the private equity firm CVC Capital Partners.
In a statement, BlackRock also confirmed the talks.
Barclays has been seeking to improve upon the $4.2 billion deal that it reached 
with CVC. Under the terms of the deal, Barclays has until June 18 to seek a 
better offer, though it must pay CVC a $175 million breakup fee if it walks 
away.
Barclays, which is seeking to raise capital to bolster its balance sheet, has 
been criticized for selling the iShares unit for too little. Selling B.G.I. may 
also allay concerns over the financial health of Barclays, especially after an 
investment vehicle of the Abu Dhabi government said last week that it would 
sell its $6.8 billion stake in the British bank.
Barclays was one of the few British banks to refuse government bailout money, 
instead seeking private investors to strengthen its financial health. It has 
embarked on a major expansion effort, beginning with the purchase of most of 
the North American business of Lehman Brothers last autumn, after Lehmanfiled 
for bankruptcy protection. Barclays had long said that B.G.I. was a crucial 
part of its global empire, but selling the unit could give the firm the money 
it needs to grow.
Adeal to acquire B.G.I.would be Black- Rock’s largest deal. The firm, headed by 
Laurence D. Fink, has grown, in part, through a series of major acquisitions.
BlackRock, which began as a bond investment firm, is now widely regarded as one 
of the best-run money managers, having emerged from the financial crisis 
largely unscathed. The firm now manages about $1.3 trillion, and it has been 
given the task of managing the toxic assets of Bear Stearns and American 
International Group for the U.S. government.
Acquiring B.G.I. would significantly bolster BlackRock’s assets under 
management and give it a bigger presence outside the United States. B.G.I., 
based in San Francisco, has long prided itself for its stable of institutional 
accounts and its investment research teams.

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