Canadian pension funds back Viterra-Bunge merger proposal

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Sources say Canada Pension Plan Investment Board and British Columbia Investment Management Corp. would almost certainly swap their stakes for a stake in Bunge

is moving ahead with the support of two of Canada’s biggest pension funds, which would emerge as shareholders in the enlarged agribusiness company.

One of the sources said that final merger details, such as the ownership levels in the new company, were yet to be determined. So far, there has been no official comment form Viterra, the Canadian company’s controlling shareholder,The Globe and Mail is not identifying the sources since they are not authorized to speak publicly about the deal., with 40 per cent, and British Columbia Investment Management Corp. , with 10 per cent, would almost certainly swap their stakes for a stake in Bunge.

Bunge reported net income last year of US$1.6-billion; Viterra’s was almost US$1-billion. Based on a measure of their relative profits, Bunge shareholders would own about 60 per cent of the new company. The final ownership might vary considerably, depending on factors such as debt loads, forecasts for growth and profit margins, and whether either of the two pension funds would like to take cash for some of their shares.

Gary Nagle, Glencore’s CEO since 2021, has toyed with various ideas on how to monetize Viterra, Canada’s largest grain handler, whose roots lie in the old Saskatchewan Wheat Pool. An initial public offering was one of the proposals that went nowhere.

 

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