Liberty Group Limited and Wedelin Investments (Pty) Ltd (40/LM/May05) [2005] ZACT 39 (10 June 2005)

70 Reportability
Competition Law

Brief Summary

Competition Law — Merger Approval — Liberty Group Limited acquiring Wedelin Investments (Pty) Ltd — Liberty Group, active in banking and non-financial services, sought to acquire control of Wedelin, which owns the Promenade Shopping Centre — The Competition Tribunal assessed the transaction and found no geographic overlap with Liberty's existing properties, concluding that the merger would not substantially lessen competition and raised no significant public interest concerns — Merger approved unconditionally.

COMPETITION TRIBUNAL 
REPUBLIC OF SOUTH AFRICA
Case no: 40/LM/May05
In The Large Merger Between: 
Liberty Group Limited                      Acquiring Firm
And
Wedelin Investments (Pty) Ltd    Target Firm
Reasons for Decision
Approval
On 25 May 2005 the Competition Tribunal issued a Merger Clearance Certificate approving the  
transaction between Liberty Group Limited and Wedelin Investments (Pty) Ltd. The reasons for  
this decision follow. 
The Merger Transaction 
The primary acquiring firm is Liberty Group Limited (“Liberty”), which is controlled  by Liberty  
Holdings   Limited,   which   in   turn   is   controlled   by   Standard   Bank   Group   Limited   (collectively  
referred to as “the acquiring group”). 
The primary target firm is Wedelin Investments (Pty) Ltd (“Wedelin”). 70% of Wedelin’s entire  
issued share capital is held by Executive Investment Portfolio Company (Pty) Ltd. 1  Wedelin’s  
only   asset   is   a   portion   of   land   in   Mitchell’s   Plain,   Cape   Town,   on   which   the   Promenade  
Shopping Centre (“Promenade”) has been constructed
The transaction involves Liberty acquiring the entire issued share capital of Wedelin. Liberty will  
accordingly acquire control of Promenade. According to the parties, the acquisition of Wedelin  
will help it diversify its property portfolio.
The Parties’ Activities
As stated above, Wedelin’s only asset is Promenade which comprises rentable retail property  
space. 
The   acquiring   group   is   active   in   the   broader   banking   and   non­financial   services,   including  
1  The remaining shares are held by Propalux 183 (Pty) Ltd and Richter van Niekerk Properties CC.

interest in the retail property sector. Although the acquiring group has several retail properties  
across South Africa, it does not own property in the Mitchell’s Plain area. It does however, own  
and lease two retail properties in Belville, Cape Town.  2
Impact on competition
According   to   the   Commission,   because   Belville   and   Mitchell’s   Plain   are   not   in   the   same  
geographic market, the transaction does not result in a geographic overlap in the activities of the  
parties. 
We do not find it necessary to make a definitive finding on the relevant markets, as we  
are of the view that the merger will not result in a substantial lessening of competition.  
We have no other concerns and are satisfied that there are no significant public interest  
issues, which arise, and we accordingly approve this transaction unconditionally.
 10 June 2005
D Lewis   Date
Concurring: N Manoim and M Moerane
For the merging parties: D Rudman and P Stein (Werksmans)
For the Commission: M Matsimela (Mergers and Acquisitions)
2  Middestad Mall in Charl Malan Street as well as the premises occupied by Beares in Durban Road.
2