SEACOR Marine Unveils Full Debt Refinancing, New Vessel Orders, and Asset Sales

SEACOR Marine Holdings Inc. (NYSE: SMHI), a prominent provider of marine and support transportation services to offshore energy facilities globally, has announced several key initiatives. The company has secured a new senior secured term loan of up to $391.0 million with an affiliate of EnTrust Global (the “2024 SMFH Credit Facility”). Additionally, SEACOR Marine has entered into separate agreements to build two platform supply vessels (PSVs) for a total contract value of $41.0 million per vessel, known as the “Shipbuilding Contracts.”

The new PSVs will each have a deadweight of 4,650 tons, a 1,000 square meter deck area, medium-speed diesel engines, and an integrated battery energy storage system designed for enhanced fuel efficiency and reduced operating costs. The 2024 SMFH Credit Facility consolidates the company’s debt structure into a single facility that matures in the fourth quarter of 2029, also providing financing for the Shipbuilding Contracts. Furthermore, the company has entered into definitive agreements for the sale of two anchor handling towing and supply (AHTS) vessels for total proceeds of $22.5 million.

The proceeds from the 2024 SMFH Credit Facility will be used to refinance $203.7 million of secured debt and $125.0 million of unsecured debt, which includes $35.0 million in convertible debt maturing in 2026. Additionally, the facility will provide up to $41.0 million in borrowings to finance up to 50% of the Shipbuilding Contracts. Interest on borrowings under the facility will be at a rate of 10.30% per annum, with principal repaid in quarterly installments starting at $5.0 million in March 2025 and continuing with quarterly installments of $7.5 million for the refinanced debt and 2.13% of the borrowed funds for the shipbuilding projects.

Further details regarding the terms of the 2024 SMFH Credit Facility are available in SEACOR Marine’s Current Report on Form 8-K, filed with the U.S. Securities and Exchange Commission today.

John Gellert, CEO of SEACOR Marine, shared his enthusiasm about these strategic developments: “We’re pleased to announce these transactions, which are crucial for our company’s future. The new financing with EnTrust Global consolidates all our debt under a single facility, maturing in 2029, and resolves the $125.0 million of near-term maturities originally due in 2026. This also eliminates approximately 10% of dilution by redeeming $35.0 million of convertible debt. The financing strengthens our flexibility and supports growth initiatives, including the financing of up to 50% of the two PSV orders. These vessels are competitively priced and have attractive delivery schedules in late 2026 and early 2027. These new vessels will complement our PSV fleet and align with our asset rotation strategy, replacing older, lower-spec assets with high-spec, environmentally efficient vessels. The $22.5 million from the sale of our remaining AHTS vessels will partially fund the new construction program, marking our exit from the AHTS asset class in January 2025. I would like to express my gratitude to EnTrust Global for their ongoing support, as well as to The Carlyle Group, for their partnership as a lender since 2015.”

SEACOR Marine provides global marine and support transportation services to offshore energy facilities, operating a diverse fleet of offshore support vessels. These vessels serve various needs, including delivering cargo and personnel to offshore installations, supporting production and storage facilities, assisting with construction and maintenance, and facilitating offshore wind farm operations. SEACOR Marine also offers emergency response services and accommodations for offshore technicians and specialists.

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