The Tribunal has conditionally approved the large merger whereby DH Brothers Industries (Pty) Ltd (“DH Brothers”) and Seaboard Corporation (“Seaboard”) seek to acquire RussellStone Protein (Pty) Ltd (“RSP”).
Post-merger, Willowton and Seaboard will be joint venture partners in RSP but will continue to compete with each other in the soybean meal market in South Africa.
Merger parties
DH Brothers is wholly owned and controlled by Willowton Group. Willowton (DH Brothers, its controllers and all firms under its control) is active in sunflower seed and soybean crushing and oil refinery operations, with interests in the manufacturing and sale of edible oils, cleaning and packaging of rice, maize milling and in the fast-moving consumer goods market.
Seaboard, a company incorporated in the USA and listed on the New York Stock Exchange, has interests in various companies in South Africa. It is part of a global agribusiness and logistics company which is locally active in the trading of agricultural commodities such as soybeans, soybean meal, soybean hulls, crude soybean oil, sunflower seeds, sunflower meal, sorghum, wheat and maize. Seaboard mainly imports the products but also sources locally.
RSP owns a soybean crushing plant which is active only in soybean crushing. RSPs main product offering is soybean meal, which is used in the animal feed industry, mainly for poultry and pigs. RSP toll crushes soybeans for Seaboard in terms of a toll crushing agreement.
Background
The Competition Commission (“the Commission”), which assesses large mergers before referring such to the Tribunal for a decision, recommended that the transaction be prohibited. It was of the view that the merger would likely result in a substantial lessening of competition through the creation of the structural link between competitors – Willowton and Seaboard – likely leading to coordinated effects that would have a negative impact on the South African soybean meal market. The Commission and merger parties could not agree on merger conditions.
In July and August 2021, the Tribunal heard submissions from the Commission and the merger parties, as well as factual and expert witness evidence, in relation to the proposed large merger. After considering all the submissions and evidence, the Tribunal approved the merger with conditions.
Merger conditions
The merger conditions, which will be made available on the Tribunal’s website at
https://www.comptrib.co.za/case-detail/19213, will remain in force for as long as Willowton and Seaboard remain shareholders in RSP. These include,
inter alia, that: