Surf Air Mobility Secures $50 Million Financing to Fund Transformation Plan and Path to Profitability
14 Novembro 2024 - 11:10AM
Business Wire
Company Receives Four Year Term Loan from
Comvest Partners, a Multi-Billion-Dollar Investment Management
Firm
At SOFR +5%, Term Loan Lowers Company’s Cost of
Capital and Minimizes Dilution
Robust Cash Position Enables New Management
Team to Advance Four Phase Transformation Plan
Surf Air Mobility Inc. (NYSE: SRFM) (“the Company”), a leading
regional air mobility platform, today announced the closing and
funding of its new Senior Secured Term Loan from Comvest Partners,
a multi-billion-dollar investment management firm. The new facility
is comprised of (i) a $44.5 million term loan, which was fully
funded today, and (ii) a $5.5 million delayed draw term loan to be
used for interest payments over the first 18 months.
Oliver Reeves, Chief Financial Officer, said: “Today we have
fundamentally restructured our balance sheet – addressing our
near-term liquidity constraints, lowering our cost of capital,
minimizing potential dilution under our equity share subscription
facility, and repositioning Surf Air Mobility for profitable
growth. Alongside this transaction, we have reduced liabilities
and, as a result, have significantly strengthened our balance
sheet. We are now poised to optimize the structure of our business
and capitalize on the opportunities before us.”
This financing is a catalyst for the Company to initiate the
next phase of its transformation, which will allow the Company to
achieve its long-term goal of introducing software and electrified
aircraft to become the world’s premier regional air mobility
platform.
The 4-phase transformation plan includes:
- Phase 1: Transformation (complete) – Improved capital
structure, strengthened balance sheet, put a new management team in
place, and realized operational synergies from the Southern Airways
merger
- Phase 2: Optimization (2025-2026) – Optimize airline
operations, recalibrate the On Demand business, and drive
efficiencies from SurfOS
- Phase 3: Expansion (2026-2027) – Rapidly expand tier 1 routes
by leveraging improved business infrastructure and proprietary
software developed with Palantir Technologies (NYSE: PLTR)
- Phase 4: Acceleration (2027+) – Grow revenue and margins by
implementing electrification technologies and expanding technology
platform
Deanna White, Interim CEO and Chief Operating Officer, said: “As
we enter the next phase of our transformation plan, we are focused
on optimizing operations and capital allocation to meaningfully
improve profitability in the near term. As we look further ahead,
phases three and four of our plan will allow us to become the
technology-enabled platform best positioned to capture a
significant share of the $75B+ global regional air mobility
market.”
The Company noted that a copy of its term loan agreement and
related agreements will be filed with the Securities and Exchange
Commission on November 14, 2024.
About Surf Air Mobility
Surf Air Mobility is a Los Angeles-based regional air mobility
platform and the largest commuter airline in the U.S. by scheduled
departures as well as the largest passenger operator of Cessna
Caravans in the U.S. In addition to its airline operations, Surf
Air is currently developing an AI powered airline software
operating system and is working toward certification of electric
powertrain technology. We plan to offer our technology solutions to
the entire regional air mobility industry to improve safety,
efficiency, profitability and reduce emissions.
Forward-Looking Statements
This Press Release contains forward-looking statements within
the meaning of The Private Securities Litigation Reform Act of
1995, including statements regarding the anticipated benefits of
the transaction; Surf Air Mobility’s implementation of its
transformation strategy; Surf Air Mobility’s ability to anticipate
the future needs of the air mobility market; future trends in the
aviation industry, generally; Surf Air Mobility’s profitability and
future financial results; and Surf Air Mobility’s balance sheet and
liquidity. Readers of this release should be aware of the
speculative nature of forward-looking statements. These statements
are based on the beliefs of Surf Air Mobility’s management as well
as assumptions made by and information currently available to Surf
Air Mobility and reflect Surf Air Mobility’s current views
concerning future events. As such, they are subject to risks and
uncertainties that could cause actual results or events to differ
materially from those expressed or implied by such forward-looking
statements. Such risks and uncertainties include, among many
others: Surf Air Mobility’s future ability to pay contractual
obligations and liquidity will depend on operating performance,
cash flow and ability to secure adequate financing; Surf Air
Mobility’s limited operating history and that Surf Air Mobility has
not yet manufactured any hybrid-electric or fully-electric
aircraft; the powertrain technology Surf Air Mobility plans to
develop does not yet exist; any accidents or incidents involving
hybrid-electric or fully-electric aircraft; the inability to
accurately forecast demand for products and manage product
inventory in an effective and efficient manner; the dependence on
third-party partners and suppliers for the components and
collaboration in Surf Air Mobility’s development of hybrid-electric
and fully-electric powertrains and its advanced air mobility
software platform, and any interruptions, disagreements or delays
with those partners and suppliers; the inability to execute
business objectives and growth strategies successfully or sustain
Surf Air Mobility’s growth; the inability of Surf Air Mobility’s
customers to pay for Surf Air Mobility’s services; the inability of
Surf Air Mobility to obtain additional financing or access the
capital markets to fund its ongoing operations on acceptable terms
and conditions; the outcome of any legal proceedings that might be
instituted against Surf Air, Southern or Surf Air Mobility, the
risks associated with Surf Air Mobility’s obligations to comply
with applicable laws, government regulations and rules and
standards of the New York Stock Exchange; and general economic
conditions. These and other risks are discussed in detail in the
periodic reports that Surf Air Mobility files with the Securities
and Exchange Commission (“SEC”), and investors are urged to review
those periodic reports and Surf Air Mobility’s other filings with
the SEC, which are accessible on the SEC’s website at www.sec.gov,
before making an investment decision. Surf Air Mobility assumes no
obligation to update its forward-looking statements except as
required by law.
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