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    SEC Form SC 13G/A filed by Allegro MicroSystems Inc. (Amendment)

    1/30/24 5:06:19 PM ET
    $ALGM
    Semiconductors
    Technology
    Get the next $ALGM alert in real time by email
    SC 13G/A 1 dp205634_sc13ga-2.htm FORM SC 13G/A
     

    United States
    Securities and Exchange Commission

    Washington, D.C. 20549

     

     

    Schedule 13G
    (Rule 13d-102)

     

    Information to be Included in Statements Filed Pursuant
    to§ 240.13d-l(b), (c) and (d) and Amendments Thereto Filed
    Pursuant to§ 240.13d-2

     

    UNDER THE SECURITIES EXCHANGE ACT OF 1934
    (Amendment No. 2)*

     

     

    Allegro Microsystems, Inc.

    (Name of Issuer)

     

    Common Stock, par value $0.01 per share
    (Title of Class of Securities)

     

    01749D105
    (CUSIP Number)

     

    December 31, 2023
    (Date of Event Which Requires Filing of this Statement)

     

     

     

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

     

    ☐   Rule 13d-l(b)
    ☐   Rule 13d-l(c)
    ☒   Rule 13d-l(d)

     

     

    *The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

     

    The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

     

     

     

     

    1 Names of Reporting Persons
      OEP SKNA, L.P.
    2 Check the Appropriate Box if a Member of a Group
      (a) ☐ (b) ☐
    3 SEC Use Only
       
    4 Citizenship or Place of Organization
      Cayman Islands
    Number of Shares Beneficially Owned by Each Reporting Person
    With:
    5 Sole Voting Power
      0
    6 Shared Voting Power
      12,649,247
    7 Sole Dispositive Power
      0
    8 Shared Dispositive Power
      12,649,247
    9 Aggregate Amount Beneficially Owned by Each Reporting Person
      12,649,247
    10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares
      Not Applicable
    11 Percent of Class Represented by Amount in Row 9
      6.6%
    12 Type of Reporting Person
      PN
                 

    2 

     

    1 Names of Reporting Persons
      OEP VI GP, Ltd.
    2 Check the Appropriate Box if a Member of a Group
      (a) ☐ (b) ☐
    3 SEC Use Only
       
    4 Citizenship or Place of Organization
      Cayman Islands
    Number of Shares Beneficially Owned by Each Reporting Person
    With:
    5 Sole Voting Power
      0
    6 Shared Voting Power
      12,649,247
    7 Sole Dispositive Power
      0
    8 Shared Dispositive Power
      12,649,247
    9 Aggregate Amount Beneficially Owned by Each Reporting Person
      12,649,247
    10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares
      Not Applicable
    11 Percent of Class Represented by Amount in Row 9
      6.6%
    12 Type of Reporting Person
      CO
                 

    3 

     

    1 Names of Reporting Persons
      OEP VI General Partner, L.P.
    2 Check the Appropriate Box if a Member of a Group
      (a) ☐ (b) ☐
    3 SEC Use Only
       
    4 Citizenship or Place of Organization
      Cayman Islands
    Number of Shares Beneficially Owned by Each Reporting Person
    With:
    5 Sole Voting Power
      0
    6 Shared Voting Power
      12,649,247
    7 Sole Dispositive Power
      0
    8 Shared Dispositive Power
      12,649,247
    9 Aggregate Amount Beneficially Owned by Each Reporting Person
      12,649,247
    10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares
      Not Applicable
    11 Percent of Class Represented by Amount in Row 9
      6.6%
    12 Type of Reporting Person
      PN
                 

    4 

     

    1 Names of Reporting Persons
      OEP SKNA GP, LLC
    2 Check the Appropriate Box if a Member of a Group
      (a) ☐ (b) ☐
    3 SEC Use Only
       
    4 Citizenship or Place of Organization
      Delaware
    Number of Shares Beneficially Owned by Each Reporting Person
    With:
    5 Sole Voting Power
      0
    6 Shared Voting Power
      12,649,247
    7 Sole Dispositive Power
      0
    8 Shared Dispositive Power
      12,649,247
    9 Aggregate Amount Beneficially Owned by Each Reporting Person
      12,649,247
    10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares
      Not Applicable
    11 Percent of Class Represented by Amount in Row 9
      6.6%
    12 Type of Reporting Person
      OO (Limited Liability Company)
                 

    5 

     

    ITEM 1.        (a)       Name of Issuer:

     

    Allegro MicroSystems, Inc. (the “Issuer”).

     

    (b)       Address of Issuer’s Principal Executive Offices:

     

    955 Perimeter Road, Manchester, New Hampshire 03103.

     

    ITEM 2.          (a)        Name of Person Filing:

     

    Each of the following is hereinafter individually referred to as a “Reporting Person” and collectively as the “Reporting Persons.” This statement is filed on behalf of:

     

    OEP SKNA, L.P.;

     

    OEP VI GP, Ltd.;

     

    OEP VI General Partner, L.P.; and

     

    OEP SKNA GP, LLC.

     

    (b)       Address or Principal Business Office:

     

    The principal business address of the Reporting Persons is c/o One Equity Partners, 510 Madison Avenue, 19th Floor, New York, New York 10022.

     

    (c)       Citizenship of each Reporting Person is:

     

    OEP SKNA GP, LLC is organized under the laws of the State of Delaware. Each of the other Reporting Persons are organized under the laws of the Cayman Islands.

     

    (d)       Title of Class of Securities:

     

    Common Stock, par value $0.01 per share (“Common Stock”).

     

    (e)       CUSIP Number:

     

    01749D105

     

    ITEM 3.

     

    Not applicable.

     

    ITEM 4.Ownership.

     

    (a-c)

     

    6 

     

    The ownership information below represents beneficial ownership of Common Stock of the Issuer as of the date hereof, based upon 192,473,839 shares of Common Stock outstanding as of November 1, 2023 based on the quarterly report on Form 10-Q filed with the Securities and Exchange Commission on November 6, 2023.

     

    Reporting Person  Amount beneficially owned  Percent
    of class:
      Sole power to vote or to direct the vote:  Shared power to vote or to direct the vote:  Sole power to dispose or to direct the disposition of:  Shared power to dispose or to direct the disposition of:
    OEP SKNA, L.P.   12,649,247    6.6%   0    12,649,247    0    12,649,247 
    OEP VI GP, Ltd.   12,649,247    6.6%   0    12,649,247    0    12,649,247 
    OEP VI General Partner, L.P.   12,649,247    6.6%   0    12,649,247    0    12,649,247 
    OEP SKNA GP, LLC   12,649,247    6.6%   0    12,649,247    0    12,649,247 

     

    OEP SKNA, L.P. is the record holder of the shares of Common Stock reported herein. OEP VI GP, Ltd. is the general partner of OEP VI General Partner, L.P., which is the managing member of OEP SKNA GP, LLC, which in tum is the general partner of OEP SKNA, L.P. Richard Cashin, James B. Cherry, Gregory Belinfanti, Paul Carl (Chip) Schorr IV, and Jamie Koven are the members of OEP VI GP. As a result, each of the foregoing entities and individuals may be deemed to share beneficial ownership of the securities held by OEP SKNA, L.P. Each of the foregoing individuals disclaims any such beneficial ownership.

     

    ITEM 5.Ownership of Five Percent or Less of a Class.

     

    Not applicable.

     

    ITEM 6.Ownership of More than Five Percent on Behalf of Another Person.

     

    Not applicable.

     

    ITEM 7.Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company.

     

    Not applicable.

     

    ITEM 8.Identification and Classification of Members of the Group.

     

    Not applicable.

     

    ITEM 9.Notice of Dissolution of Group.

     

    Not applicable.

     

    ITEM 10.Certification.

     

    Not applicable.

     

    7 

     

    SIGNATURE

     

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     

    Date: January 30, 2024

     

      OEP VI SKNA, L.P.
    By: OEP VI GP, Ltd. its general partner
       
       
      By: /s/ Richard Cashin
        Name: Richard Cashin
        Title: Director

     

      OEP VI GP, Ltd.
       
      By: /s/ Richard Cashin
        Name: Richard Cashin
        Title: Director

     

      OEP VI General Partner, L.P.
    By: OEP VI GP, Ltd., its general partner
       
       
      By: /s/ Richard Cashin
        Name: Richard Cashin
        Title: Director

     

     

    OEP SKNA GP, LLC

    By: OEP VI GP, Ltd., its general partner

       
      By: /s/ Richard Cashin
        Name: Richard Cashin
        Title: Director

    8 

     

    LIST OF EXHIBITS

     

    Exhibit No. Description
    99 Joint Filing

     

     

     

     

     

     

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