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Date
Rule
801.2, 803.9
Staff
Kathryn Walsh
Response/Comments

We agree with your proposed approach in (1) through (3) below.

Question

From: Walsh, Kathryn E. <kwalsh@ftc.gov>
Sent: Monday, August 12, 2024 1:55:28 PM (UTC-05:00) Eastern Time (US & Canada)
To: [Redacted]
Cc: HSRHelp <HSRHelp@ftc.gov>
Subject: FW: Acquired Entity with Two UPEs

We agree with your proposed approach in (1) through (3) below.

From: [Redacted]
Sent: Monday, August 12, 2024 12:54:46 PM (UTC-05:00) Eastern Time (US & Canada)
To: HSRHelp <HSRHelp@ftc.gov>
Cc: [Redacted]
Subject: Acquired Entity with 

Hi all,

I would like to confirm certain guidance to ensure we are making the appropriate number of HSR filings and paying the appropriate fees.

Company A is planning to acquire Target in a single acquisition that will meet the size of transaction and size of person tests. Company A has one UPE, UPE A. Target has two natural person UPEs, UPE B1 and UPE B2.

In informal interpretation 1707002, the PNO advised in a similar situation that both acquired persons would need to make HSR filings, however, the acquiring person need only make a single filing for the transaction including information that covers both acquired persons. Further, the PNO advised that only a single filing fee is required.

Can you please confirm that, in the situation described above, (1) UPE A need only make a single HSR filing, (2) UPE A need only pay a single filing fee, and (3) UPE B1 and B2 must each make a separate HSR filing?

Thank you.

About Informal Interpretations

Informal interpretations provide guidance from previous staff interpretations on the applicability of the HSR rules to specific fact situations. You should not rely on them as a substitute for reading the Act and the Rules themselves. These materials do not, and are not intended to, constitute legal advice.

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