UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE TO
(Rule 14d 100)
AMERICAN RETIREMENT VILLAS PROPERTIES II,
A CALIFORNIA LIMITED PARTNERSHIP
ARVP II ACQUISITION, L.P.
ARV ASSISTED LIVING, INC.
ATRIA SENIOR LIVING GROUP, INC.
LIMITED PARTNERSHIP UNITS
(CUSIP Number of Class of Securities)
John A. Moore
Chief Executive Officer
ARVP II Acquisition, L.P.
ARV Assisted Living, Inc.
Atria Senior Living Group, Inc.
501 South Fourth Avenue, Suite 140
Louisville, KY 40202
(502) 719-1600
(Name, address and telephone numbers of person authorized to receive notice and communications on behalf of filing person)
With a copy to:
CALCULATION OF FILING FEE |
Transaction valuation*
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Amount of filing fee** | |
$6,679,026.40
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$846.23 | |
** The amount of the filing fee calculated in accordance with Rule 0-11 of the Securities Exchange Act of 1934, as amended, equals 0.012670% of the value of the transaction.
þ | Check the box if any part of the fee is offset as provided by Rule 0-11(a)(2) and identify the filing with which the offsetting fee was previously paid. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. |
Amount previously Paid: $782.77 | |||
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Form or Registration No.: Schedule TO | |||
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Filing Party: Atria Senior Living Group, Inc., ARVP II Acquisition, L.P. and ARV Assisted Living, Inc. | |||
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Date Filed: January 21, 2004 | |||
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o | Check the box if filing relates solely to preliminary communications made before the commencement of a tender offer. | |||
Check the appropriate boxes below to designate any transactions to which the statement relates: |
þ | third-party tender offer subject to Rule 14d-1. | |||
o | issuer tender offer subject to Rule 13e-4. | |||
þ | going-private transaction subject to Rule 13e-3. | |||
o | amendment to Schedule 13D under Rule 13d-2 |
Check the following box if the filing is a final amendment reporting the results of the tender offer: o |
SCHEDULE TO
This Amendment No. 11 to Tender Offer Statement on Schedule TO (this Amended Statement) amends and supplements the Tender Offer Statement on Schedule TO (the Initial Statement) filed with the Securities and Exchange Commission (the SEC) on January 21, 2004, by ARVP II Acquisition, L.P., a California limited partnership (the Purchaser), Atria Senior Living Group, Inc. (Atria) and ARV Assisted Living, Inc., a Delaware corporation (ARV, and together with Atria and the Purchaser, the Filing Persons), as amended and supplemented by Amendment No. 1 to the Initial Statement on Schedule TO filed by the Filing Persons with the SEC on March 4, 2004, Amendment No. 2 to the Initial Statement on Schedule TO filed by the Filing Persons with the SEC on March 26, 2004, Amendment No. 3 to the Initial Statement on Schedule TO filed by the Filing Persons with the SEC on May 5, 2004, Amendment No. 4 to the Initial Statement on Schedule TO filed by the Filing Persons with the SEC on May 11, 2004, Amendment No. 5 to the Initial Statement on Schedule TO filed by the Filing Persons with the SEC on May 17, 2004, Amendment No. 6 to the Initial Statement on Schedule TO filed by the Filing Persons with the SEC on June 4, 2004, Amendment No. 7 to the Initial Statement on Schedule TO filed by the Filing Persons with the SEC on June 18, 2004, Amendment No. 8 to the Initial Statement on Schedule TO filed by the Filing Persons with the SEC on July 12, 2004, Amendment No. 9 to the Initial Statement on Schedule TO filed by the Filing Persons with the SEC on July 26, 2004 and Amendment No. 10 to the Initial Statement on Schedule TO filed by the Filing Persons with the SEC on August 13, 2004 (the Amendments, together with the Initial Statement, the Statement). ARV, which is wholly-owned by Atria, is the general partner of the Purchaser. This Amended Statement is being filed in connection with the Offer to Purchase and Consent Solicitation Statement filed with the SEC on March 26, 2004 by the Filing Persons (the Offer to Purchase). Because the Offer to Purchase is also serving as a consent solicitation statement by the Purchaser, it has also been filed as part of the proxy statement filed with the SEC on March 26, 2004 on Schedule 14A by the Filing Persons. This Amended Statement relates to the contemplated offer (the Offer) by the Purchaser for all of the outstanding limited partnership units of American Retirement Villas Properties II, a California limited partnership. Because the transactions contemplated by the Offer to Purchase would be a Rule 13e-3 transaction, this Amended Statement is also being filed on the date hereof in compliance with that rule.
In accordance with the rules of the SEC, the Filing Persons are amending and supplementing the Statement as set forth below. The information set forth in the Offer to Purchase (including all schedules and annexes thereto) is hereby incorporated by reference herein in answer to the items of this Amended Statement. All capitalized terms used herein shall have the meanings assigned to them in the Offer to Purchase, unless otherwise defined herein.
ITEMS 1, 4 and 11
Items 1, 4 and 11 of the Statement are amended and supplemented by adding the following thereto:
Based upon a preliminary count, as of the close of business on Thursday, August 12, 2004, a total of 8387.8 Units, or approximately 50.23% of all outstanding Units not owned by ARV or its affiliates, were voted in favor of the Merger Proposal. As a result of the Purchasers receipt of sufficient consents approving the Merger Proposal, all votes previously delivered have become effective and may not be changed. Accordingly, the condition to the Purchasers tender offer requiring approval of the Merger Proposal by limited partners holding a majority of the units that ARV or its affiliates do not own, has been satisfied. On August 13, 2004, the Filing Persons issued a press release, and will send a copy of the press release to Unitholders, announcing the satisfaction of the condition to the Offer requiring approval of the Merger Proposal by Unitholders holding a majority of the Units not owned by ARV or its affiliates.
A copy of the press release issued by the Filing Persons on August 13, 2004 is filed herewith as Exhibit (a)(1)(W) and is incorporated herein by reference.
ITEM 12. Exhibits
(a)(1)(W) | Press release, dated August 13, 2004 | |||
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SIGNATURE
After due inquiry and to my best knowledge and belief, I certify that the information set forth in this Amended Statement is true, complete and correct.
ARV Assisted Living, Inc. | ||||
By: | /s/ Mark Jessee
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Name: Mark Jessee | ||||
Title: Chief Financial Officer | ||||
ARVP II Acquisition, L.P. By: ARV Assisted Living, Inc., its general partner |
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By: | /s/ Mark Jessee
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Name: Mark Jessee | ||||
Title: Chief Financial Officer | ||||
Atria Senior Living Group, Inc. | ||||
By: | /s/ Mark Jessee
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Name: Mark Jessee | ||||
Title: Chief Financial Officer |
EXHIBIT INDEX
(a)(1)(W) | Press Release, dated August 13, 2004 |
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