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Grupo Fomento Queretano Merged with Coca Cola FEMSA

Case at a glance

TARGET
Grupo Fomento Queretano
TRANSACTION TYPE
Sell-side Advisory
INDUSTRIES
Consumer Products, Food and Beverage
GEOGRAPHY
Queretaro, Mexico

SITUATION

Seale & Associates was retained by the family owners of Grupo Fomento Queretano, one of the oldest family-owned Coca-Cola bottlers in Mexico, to analyze strategic alternatives for their business in the context of a changing industry landscape.

OUTCOME

Seale ran a disciplined process that resulted in shareholder consensus on the preferred alternative and a successful merger with Coca-Cola FEMSA.

Grupo Fomento Queretano’s shareholders received 45.1 million newly issued KOF series L shares for a total aggregate enterprise transaction value of approximately MXN. 7.6 billion (US$580 million), including the assumption of debt.