SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Schedule TO
Tender Offer Statement Pursuant to Section 14(d)(1)
of the Securities Exchange Act of 1934
Metric Partners Growth Suite Investors, LP
A California limited partnership
--------------------------------
(Name of Subject Company)
at $86 (plus release from certain litigation claims) Net Per Unit by
by
Kenneth E. Nelson
-----------------
(Name of Filing Person)
Limited Partnership Units
-------------------------
(Title or Class of Securities)
Kenneth E. Nelson
4107 W. Gazebo Hill Blvd. N107
Mequon, WI 53092
262-242-6653
------------
(Name, address and telephone number of
person authorized to receive notices and
communications on behalf of filing person)
Calculation of Filing Fee
================================================================================
Transaction Valuation* Amount of Filing Fee
$2,580,000 $208.72
================================================================================
*For purposes of calculating the filing fee only. This calculation assumes the
purchase of 30,000 Units at a purchase price of $86 per Unit in the Partnership.
|_| Check box if any part of the fee is offset as provided by Rule 0-11(a)(2)
and identify the filing with which the offsetting fee was previously paid.
Identify the previous filing by registration statement number, or the Form or
Schedule and the date of its filing.
- --------------------------------------------------------------------------------
Amount Previously Paid: Not Applicable Filing Party: Not Applicable
Form of Registration No.: Not Applicable Date Filed: Not Applicable
|_| Check the box if the filing relates solely to preliminary communications
made before the commencement of a tender offer.
Check the appropriate boxes below to designate any transactions to which the
statement relates:
|X| third-party tender offer subject to Rule 14d-1.
|_| issuer tender offer subject to Rule 13e-4.
|_| going-private transaction subject to Rule 13e-3.
|_| amendment to Schedule 13D under Rule 13d-2
Check the following box if the filing is a final amendment reporting the results
of the tender offer: |_|
TENDER OFFER
This Tender Offer Statement on Schedule TO (the "Schedule TO") relates
to an offer by Kenneth E. Nelson (the "Purchaser") to purchase 30,000 units (the
"Units") of limited partnership assignee interests in Metric Partners Growth
Suite Investors, LP, a California limited partnership (the "Partnership"), at
$86 for each Unit, net to the seller in cash, without interest, less the amount
of any distributions declared or paid from any source by the Partnership with
respect to the Units after January 1, 2003 (without regard to the record date),
plus a release from certain litigation claims, upon the terms and subject to the
conditions set forth in the Offer to Purchase (the "Offer to Purchase") and in
the related Agreement of Sale, copies of which are attached hereto as Exhibits
(a)(l) and (a)(3) (which are herein collectively referred to as the "Offer").
The information in the Offer to Purchase, including all schedules and annexes
thereto, is hereby expressly incorporated herein by reference in response to all
the items of this Statement, except as otherwise set forth below.
Item 12. Exhibits
(a)(1) Offer to Purchase, dated May 14, 2003
(a)(2) Transmittal letter, dated May 14, 2003
(a)(3) Agreement of Sale
(a)(4) Solicitation Statement, dated May 14, 2003
(a)(5) Summary Advertisement
(b) Loan Agreement, dated April 17, 2003
(c) Not applicable
(d) Not applicable
(e) Not applicable
(f) Not applicable
(g) Not applicable
(h) Not applicable
SIGNATURE
After due 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.
Dated: May 14, 2003
/s/ Kenneth E. Nelson
- ----------------------
Kenneth E. Nelson
EXHIBIT INDEX
- --------------------------------------------------------------------------------
Sequential
Exhibit No Description Page Number
- --------------------------------------------------------------------------------
(a)(1) - Offer to Purchase, dated May 14, 2003. 5-36
- --------------------------------------------------------------------------------
(a)(2) - Transmittal letter, dated May 14, 2003. 37-39
- --------------------------------------------------------------------------------
(a)(3) - Agreement of Sale 40-44
- --------------------------------------------------------------------------------
(a)(4) - Solicitation Statement, dated May 14, 2003. 45-64
- --------------------------------------------------------------------------------
(a)(5) Summary Advertisement 65
- --------------------------------------------------------------------------------
(b) - Loan Agreement, dated April 17, 2003. 66-67
- --------------------------------------------------------------------------------
(c) - Not applicable.
- --------------------------------------------------------------------------------
(d) - Not applicable.
- --------------------------------------------------------------------------------
(e) - Not applicable.
- --------------------------------------------------------------------------------
(f) - Not applicable.
- --------------------------------------------------------------------------------
(g) Not applicable.
- --------------------------------------------------------------------------------
(h) Not applicable.
- --------------------------------------------------------------------------------