This transaction
Establishment of and capital contribution to the fundThe 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.
Established for the Aozora Bank Group to invest in venture debt and related investments.
The change in the specified subsidiary will have no impact on the consolidated earnings forecast.
| Item | Details |
|---|---|
| Transaction name | Establishment of and capital contribution to the fund |
| Name of the Subject Company | あおぞら HYBIRD4 号投資事業有限責任組合 (investment limited partnership) |
| Business Description of the Subject Company | Established for the Aozora Bank Group to invest in venture debt and related investments. |
| Location of the Subject Company | Chiyoda-ku, Tokyo |
| Date of Establishment of the Subject Company | 7 August 2026 (scheduled) |
| Acquisition price | ¥15.0 billion (scheduled amount following completion of the Company's capital contribution) |
| Type of Consideration | Cash (capital contribution) |
| Voting rights ownership percentage | After 100% (equity interest) (before not disclosed) |
| Impact on Business Performance | The change in the specified subsidiary will have no impact on the consolidated earnings forecast. |
| Execution Date / Effective Date | 7 August 2026 (scheduled) |
| Management structure after acquisition | あおぞら企業投資株式会社 will manage the fund as its general partner, and the representative director and president will be Kubo Akifumi (久保 彰史). |
Items this document does not state (21)
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.The fund will be established and funded as the successor to the Aozora HYBRID3 Investment Limited Partnership, established in July 2023, in line with the expansion of the investment business. In addition, because the total capital contribution is equivalent to at least 10% of the Bank's capital, the fund will qualify as a specified subsidiary.