By Svea Herbst-BaylissBy Svea Herbst-Bayliss
作者：Svea Herbst-Bayliss
New York, Nov 19 (Reuters) - Mantle Ridge Has Nominated Nine Directors to Replace the Board at Air Products and Chemicals Apd.n, With the Activist Investor Pushing the Industrial Gases Maker to Name a New CEO, Shift Its Capital Allocation and Abandon Riskier Projects.
紐約，11月19日（路透社）— 曼特爾·裏奇已提名九名董事接替空氣產品與化工公司的董事會 APD.n，這位激進投資者推動這家工業氣體制造商任命新的首席執行官，改變其資本配置並放棄風險較高的項目。
The Nominees Include Paul Hilal, Mantle Ridge's Founder and CEO, and Dennis Reilley a Former Executive at Rival Gases Maker Linde Who Has Been Identified for A Possible Leadership Role, According to Documents Seen by Reuters and Sources Familiar With the Matter.
被提名人包括Mantle Ridge的創始人兼首席執行官保羅·希拉爾和競爭對手氣體制造商林德的前高管丹尼斯·雷利（Dennis Reilley），後者已被提名 可能的領導角色，根據路透社和知情人士看到的文件。
The Others Are Executives With Experience in Energy, Decarbonization, Finance and Mergers and Acquisitions Who Have Served on Public Company Boards and Are Independent.
其他人是具有能源、脫碳、金融和併購經驗的高管，他們曾在上市公司董事會任職並且是獨立人士。
Mantle Ridge Wants to Replace the Company's CEO and Has Named Eduardo Menezes, a Former Executive Vice President for Europe, Middle East and Africa at Linde, as a Suitable Candidate. Menezes Is Not One of Mantle Ridge's Board Candidates.
曼特爾·裏奇希望接替公司的首席執行官，並已任命林德前歐洲、中東和非洲執行副總裁愛德華多·梅內塞斯爲合適人選。梅內塞斯不是 Mantle Ridge 的董事會候選人之一。
Air Products Did Not Immediately Respond to a Request for Comment and Has Not Commented Previously on Mantle Ridge's Campaign.
空氣產品公司沒有立即回應置評請求，此前也沒有對Mantle Ridge的競選活動發表過評論。
Mantle Ridge's Nominations Come One Day After Air Products Said It Would Replace Two Directors Retiring at Next Year's Annual Meeting.
Mantle Ridge的提名是在空氣產品公司表示將接替在明年年會上退休的兩名董事的第二天提出的。
One of the Company's Newcomers Will Be Bhavesh "Bob" Patel, a Former CEO of Chemical Companies W.r. Grace and LyondellBasell Lyb.n, Who Has Been Mentioned as a Possible Replacement for Air Products' Current Chief Executive Officer.
該公司的新人之一將是化工公司W.R. Grace和LyondellBasell的前首席執行官巴維什· 「鮑勃」 · 帕特爾 lyb.n，有人提到，他可能是空氣產品公司現任首席執行官的替代者。
Air Products Is Valued at $73 Billion, and Its Stock Price Has Climbed 15% Since Mantle Ridge's Roughly $1 Billion Stake in the Company Was Revealed in Early October. a Second Activist Investor, D.e. Shaw, Last Month Signaled It Is Supporting Mantle Ridge's Efforts Instead of Pressing Ahead With Its Own Board Challenge.
自10月初公佈Mantle Ridge持有該公司約10億美元的股份以來，空氣產品公司的估值爲730億美元，其股價已上漲15％。第二位激進投資者D.e. Shaw上個月表示，它正在支持Mantle Ridge的努力，而不是繼續推進其股份 自己的董事會挑戰賽。
Mantle Ridge Is Pushing the Company to Improve Its Capital Allocation and to Find Someone to Replace Seifi Ghasemi, the Octogenarian Chief Who Has Been CEO for a Decade.
Mantle Ridge正在推動公司改善其資本配置，並尋找人選來接替擔任首席執行官十年的八十歲首席執行官塞菲·加塞米。
Barclays Analysts Wrote on Monday That Investors Would Likely Prefer Mantle Ridge Nominee Dennis Reilley as Board Chairman and Eduardo Menezes as CEO, Given the Pair's Experience at an Industrial Gases Company. the Report Also Says Patel Has a Solid Track Record Running Commodity and Specialty Chemical Businesses.
巴克萊分析師週一寫道，鑑於兩人在工業氣體公司的經驗，投資者可能會更願意讓曼特爾裏奇候選人丹尼斯·雷利擔任董事會主席，愛德華多·梅內塞斯擔任首席執行官。報告還稱，帕特爾在經營大宗商品和特種化學品業務方面有着良好的記錄。
Menezes Did Not Respond to a Request for Comment.
梅內塞斯沒有回應置評請求。
For Hilal, the Campaign at Air Products Is the Second Time He Is Pushing for Changes at the Allentown, Pennsylvania-Headquartered Company. as a Partner at Bill Ackman's Pershing Square Capital Management, Hilal in 2014 Helped Identify Ghasemi as the Company's CEO and Put New Directors on the Board.
對希拉爾來說，空氣產品公司的競選活動是他第二次推動這家總部位於賓夕法尼亞州阿倫敦的公司的變革。作爲比爾·阿克曼的潘興廣場資本管理公司的合夥人，希拉爾在2014年幫助加塞米被確定爲公司首席執行官並任命了新的董事會成員。
Investors Will Vote Early Next Year on Who Will Sit on the Company's Board Unless the Two Sides Reach a Compromise Beforehand. Last Year's Annual Meeting Took Place in January.
除非雙方事先達成妥協，否則投資者將在明年初投票決定誰將成爲公司董事會成員。去年的年會在一月份舉行。
Hilal Often Begins a Proxy Fight by Nominating a Large Number of Board Candidates, Sending a Powerful Warning to the Company, and Then Whittles His List Down Later as He and the Company Hold Discussions. Mantle Ridge Has Told the Company That Even Though It Has Nominated Nine Directors, It Remains Ready to Engage in a Collaborative Process, the Sources Said.
希拉爾經常通過提名大量董事會候選人開始代理權爭奪戰，向公司發出強烈警告，然後在他和公司進行討論時縮減名單。消息人士稱，Mantle Ridge告訴該公司，儘管它已經提名了九名董事，但它仍準備參與合作進程。
Since Spinning Out of Pershing Square to Launch His Own Firm, Hilal Has Invested in a Small Number of Companies, Including Csx Csx.o, Aramark Armk.n and Dollar Tree Dltr.o. at Each Company, He Appointed New Chief Executives.
自從分拆出潘興廣場創辦自己的公司以來，希拉爾投資了包括Csx在內的少數公司 csx.o，Aramark armk.n 還有美元樹 dltr.o. 在每家公司，他都任命了新的首席執行官。
(Reporting by Svea Herbst-Bayliss; Editing by Sonali Paul)
（Svea Herbst-Bayliss 報道；索納利·保羅編輯）
((Svea.herbst@Thomsonreuters.com; +617 233 2138; Reuters Messaging: Svea.herbst.thomsonreuters.com@Reuters.net))
(Svea.herbst@Thomsonreuters.com；+617 233 2138；路透社消息：Svea.herbst.thomsonreuters.com@Reuters.net))
