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M&A and Subsidiary Changes2768Sojitz CorporationTrading & Wholesale

Notice Regarding the Acquisition of Shares Constituting a Share Accumulation Activity in Japan Investment Adviser Co.,Ltd. (Securities Code 7172)

Sojitz Corporation plans to acquire 10,434,200 common shares of JIA through an off-auction negotiated transaction and, in addition, receive an allocation of 1,557,200 shares through a third-party allotment. As a result, Sojitz Corporation's voting rights ownership percentage is expected to be 19.97%, and JIA is expected to become an equity-method affiliate.

Worth reading
35Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
19.97
Voting rights ownership ratio (%)
Wording
Avoiding a definitive answer
How definitive the wording is.

This transaction

This share acquisition (the capital and business alliance, including this third-party allotment)
Counterparty (target company)Japan Investment Adviser Co.,Ltd.
Disclosing companySojitz Corporation
Voting rights ownership percentageNumber of shares acquired 10,434,200 common shares (this share acquisition). In addition, an aggregate of 1,557,200 shares is expected to be allocated through a third-party allotment, comprising 1,080,000 newly issued shares and 477,200 treasury shares disposed of. The number of voting rights attached to the acquired shares is Not disclosed, and the number of voting rights attached to the shares allocated through the third-party allotment is 15,572.

The voting-rights ratio is the share of the votes exercisable at a shareholders’ meeting that will be held after this transaction.The percentage before the change is not stated in this document.

TimelineThe spacing between the points is proportional to the actual number of days.White points represent dates designated as scheduled dates in the document.
Target company

Provides a diverse range of financial solutions, centered on operating leases and including real estate, environmental energy, investment management, M&A advisory services and business succession support. The company has particular strengths in operating lease investment products, with product offerings focused primarily on aircraft leasing.

Location Chiyoda-ku, Tokyo
Procedures and assumptions
Management structure after acquisitionJIA is expected to become an equity-method affiliate of the Company. The trade name, representative and treatment of employees are Not disclosed.
This transaction
ItemDetails
Transaction nameThis share acquisition (the capital and business alliance, including this third-party allotment)
Counterparty nameJapan Investment Adviser Co.,Ltd.
Name of the Subject CompanyJapan Investment Adviser Co.,Ltd.
Business Description of the Subject CompanyProvides a diverse range of financial solutions, centered on operating leases and including real estate, environmental energy, investment management, M&A advisory services and business succession support. The company has particular strengths in operating lease investment products, with product offerings focused primarily on aircraft leasing.
Location of the Subject CompanyChiyoda-ku, Tokyo
Number of shares acquired10,434,200 common shares (this share acquisition). In addition, an aggregate of 1,557,200 shares is expected to be allocated through a third-party allotment, comprising 1,080,000 newly issued shares and 477,200 treasury shares disposed of. The number of voting rights attached to the acquired shares is Not disclosed, and the number of voting rights attached to the shares allocated through the third-party allotment is 15,572.
Voting rights ownership percentageAfter 19.97% (forecast) (before not disclosed)
Date of board resolution22 May 2026
Contract Date22 May 2026
Execution Date / Effective Date8 June 2026 (予定)
Management structure after acquisitionJIA is expected to become an equity-method affiliate of the Company. The trade name, representative and treatment of employees are Not disclosed.
Items this document does not state (21)
Capital Stock of the Subject CompanyDate of Establishment of the Subject CompanyNet Sales of the Subject CompanyOperating Profit of the Subject CompanyNet Income of the Subject CompanyNet Assets of the Subject CompanyAcquisition priceExpenses other than the acquisition priceType of ConsiderationMerger ratio/share exchange ratioTender offer priceMinimum number of shares to be purchasedTender offer periodFunding arrangementsGoodwill amountAmount of extraordinary income (loss)Impact on Business PerformanceValuation methodologyIndependent valuation institutionSpecial CommitteeConditions Precedent to Execution

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

As part of this capital and business alliance, Sojitz Corporation will combine its information network and expertise relating to assets with JIA's expertise in structuring financial products to provide financial and investment solutions to investors and business partners. The companies intend to expand their collaboration, starting with the aviation sector and extending to the real estate, environmental energy and infrastructure sectors, thereby expanding business opportunities and enhancing the value provided and earning power.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding the Acquisition of Shares Constituting a Share Accumulation Activity in Japan Investment Adviser Co.,Ltd. (Securities Code 7172) | Sojitz Corporation (2768) timely disclosure | Komori