SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
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SCHEDULE 13G
(Rule 13d-102)
INFORMATION TO BE INCLUDED IN STATEMENTS FILES PURSUANT
TO RULES 13d-1(b),(c), AND (d) AND AMENDMENTS THERETO FILED
PURSUANT TO RULE 13d-2(b)
(Amendment No. )
Dex Media, Inc.
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(Name of Issuer)
Common Stock, $.01 par value
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(Title of Class of Securities)
25212E 10 0
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(CUSIP Number)
July 21, 2004
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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-1(b)
[ ] Rule 13d-1(c)
[X] Rule 13d-1(d)
CUSIP No. 25212E 10 0 Page 2 of 10 Pages
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1) Name of Reporting Person Welsh, Carson,
I.R.S. Identification Anderson & Stowe
No. of Above Person IX, L.P.
(Entities Only)
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2) Check the Appropriate Box (a) [ X ]
if a Member of a Group (b) [ ]
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3) SEC Use Only
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4) Citizenship or Place of Organization Delaware
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Number of 5) Sole Voting
Shares Beneficially Power -0-
Owned by Each
Reporting Person
With:
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6) Shared Voting 30,476,847 shares of
Power Common Stock
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7) Sole Disposi- tive Power -0-
-----------------------------------------------------
8) Shared Dispositive Power 30,476,847 shares
of Common Stock
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9) Aggregate Amount Beneficially 30,476,847 shares of
Owned by Each Reporting Person Common Stock
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10) Check if the Aggregate
Amount in Row (9)
Excludes Certain Shares
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11) Percent of Class
Represented by
Amount in Row (9) 20.3%
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12) Type of Reporting
Person PN
CUSIP No. 25212E 10 0 Page 3 of 10 Pages
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1) Name of Reporting Person WD Investors, LLC
I.R.S. Identification
No. of Above Person
(Entities Only)
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2) Check the Appropriate Box (a) [ X ]
if a Member of a Group (b) [ ]
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3) SEC Use Only
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4) Citizenship or Place of Organization Delaware
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Number of 5) Sole Voting
Shares Beneficially Power -0-
Owned by Each
Reporting Person
With:
-----------------------------------------------------
6) Shared Voting 15,017,755 shares of
Power Common Stock
-----------------------------------------------------
7) Sole Disposi- tive Power -0-
-----------------------------------------------------
8) Shared Dispositive Power 15,017,755 shares
of Common Stock
-----------------------------------------------------
9) Aggregate Amount Beneficially 15,017,755 shares of
Owned by Each Reporting Person Common Stock
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10) Check if the Aggregate
Amount in Row (9)
Excludes Certain Shares
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11) Percent of Class
Represented by
Amount in Row (9) 10.0%
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12) Type of Reporting
Person OO
CUSIP No. 25212E 10 0 Page 4 of 10 Pages
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1) Name of Reporting Person WCAS IX
I.R.S. Identification Associates, L.L.C.
No. of Above Person
(Entities Only)
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2) Check the Appropriate Box (a) [ X ]
if a Member of a Group (b) [ ]
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3) SEC Use Only
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4) Citizenship or Place of Organization Delaware
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Number of 5) Sole Voting
Shares Beneficially Power -0-
Owned by Each
Reporting Person
With:
-----------------------------------------------------
6) Shared Voting 47,103,481 shares of
Power Common Stock
-----------------------------------------------------
7) Sole Disposi- tive Power -0-
-----------------------------------------------------
8) Shared Dispositive Power 47,103,481 shares
of Common Stock
-----------------------------------------------------
9) Aggregate Amount Beneficially 47,103,481 shares of
Owned by Each Reporting Person Common Stock
--------------------------------------------------------------------------------
10) Check if the Aggregate
Amount in Row (9)
Excludes Certain Shares
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11) Percent of Class
Represented by
Amount in Row (9) 31.3%
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12) Type of Reporting
Person OO
CUSIP No. 25212E 10 0 Page 5 of 10 Pages
Schedule 13G
Item 1(a) - Name of Issuer: Dex Media, Inc.
Item 1(b) - Address of Issuer's Principal Executive Offices:
198 Inverness Drive West
Englewood, CO 80112
Item 2(a) - Name of Person Filing:
This statement is being filed by Welsh, Carson, Anderson &
Stowe IX, L.P., a Delaware limited partnership ("WCAS IX"), WD
Investors, LLC, a Delaware limited liability company ("WD"),
and WCAS IX Associates, L.L.C., a Delaware limited liability
company ("IX Associates") (together, the "Reporting Persons").
The Reporting Persons may be deemed to be a group with Carlyle
Partners III, L.P., CP III Coinvestment, L.P., Carlyle-Dex
Partners L.P., Carlyle-Dex Partners II L.P. and Carlyle High
Yield Partners, L.P. by virtue of a Sponsor Stockholders
Agreement dated July 27, 2004 relating to the securities of
the Issuer. The Reporting Persons do not affirm that such a
group has been formed, and expressly disclaim beneficial
ownership of any securities beneficially owned by any other
person. The securities reported herein as being beneficially
owned by the Reporting Persons do not include any securities
beneficially owned by any other person.
Item 2(b) - Address of Principal Business Office:
320 Park Avenue, Suite 2500
New York, NY 10022
Item 2(c) - Place of Organization:
WCAS IX: Delaware
WD: Delaware
IX Associates: Delaware
Item 2(d) - Title of Class of Securities:
Common Stock, $.01 par value
Item 2(e) - CUSIP Number: 25212E 10 0
CUSIP No. 25212E 10 0 Page 6 of 10 Pages
Item 3 - Statements Filed Pursuant to Rules 13d-1(b) or 13d-2(b):
Not applicable.
Item 4 - Ownership.
(a) Amount Beneficially Owned:
WCAS IX: 30,476,847 shares of Common Stock
WD: 15,017,755 shares of Common Stock
IX Associates: 47,103,481 shares of Common Stock*
(b) Percent of Class:
WCAS IX: 20.3%
WD: 10.0 %
IX Associates: 31.3%
(c) Number of shares as to which such person has:
(i) sole power to vote or to direct the vote: -0-
(ii) shared power to vote or to direct the vote:
WCAS IX: 30,476,847 shares of Common Stock
WD: 15,017,755 shares of Common Stock
IX Associates: 47,103,481 shares of Common Stock*
(iii) sole power to dispose or to direct the disposition
of: -0-
(iv) shared power to dispose or to direct the disposition
of:
WCAS IX: 30,476,847 shares of Common Stock
WD: 15,017,755 shares of Common Stock
IX Associates: 47,103,481 shares of Common Stock*
* Includes 30,476,847 shares held by WCAS IX, 15,017,755
shares held by WD, 1,185,687 shares held by A.S.F.
Co-Investment Partners, L.P. ("ASF"), 294,328 shares held by
GS Private Equity Partners II - Direct Investment Fund, L.P.
("PEP II"), 40,520 shares held by GS Private Equity Partners
1999 - Direct Investment Fund, L.P. ("PEP 99") and 88,344
shares held by GS Private Equity Partners 2000 - Direct
Investment Fund, L.P. ("PEP 2000"). None of ASF, PEP II, PEP
99 or PEP 2000 has the power to vote or dispose of the shares
held by it.
CUSIP No. 25212E 10 0 Page 7 of 10 Pages
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
Company:
Not applicable.
Item 8 - Identification and Classification of Members of the Group:
See Exhibit 2.
Item 9 - Notice of Dissolution of Group:
Not applicable.
Item 10 - Certification:
Not applicable.
CUSIP No. 25212E 10 0 Page 8 of 10 Pages
Signature:
After reasonable inquiry and to the best of their knowledge and
belief, the undersigned certify that the information set forth in this statement
is true, complete and correct.
WELSH, CARSON, ANDERSON & STOWE IX, L.P.
By: WCAS IX Associates, LLC, General Partner
By /s/ Jonathan M. Rather
Managing Member
WD INVESTORS, LLC
By: WCAS IX Associates, LLC, Manager
By /s/ Jonathan M. Rather
Managing Member
WCAS IX ASSOCIATES, LLC
By /s/ Jonathan M. Rather
Managing Member
Date: February 10, 2005
CUSIP No. 25212E 10 0 Page 9 of 10 Pages
EXHIBIT 1
AGREEMENT OF
WELSH, CARSON, ANDERSON & STOWE IX, L.P.
WD INVESTORS, LLC
AND
WCAS IX ASSOCIATES, LLC
PURSUANT TO RULE 13d-1(f)
The undersigned hereby agree that the Information Statement on
Schedule 13G to which this Agreement is annexed as Exhibit 1 is filed on behalf
of each of them in accordance with provisions of 13d-1(f) under the Securities
Exchange Act of 1934, as amended.
WELSH, CARSON, ANDERSON & STOWE IX, L.P.
By: WCAS IX Associates, LLC, General Partner
By /s/ Jonathan M. Rather
Managing Member
WD INVESTORS, LLC
By: WCAS IX Associates, LLC, Manager
By /s/ Jonathan M. Rather
Managing Member
WCAS IX ASSOCIATES, LLC
By /s/ Jonathan M. Rather
Managing Member
Date: February 10, 2005
CUSIP No. 25212E 10 0 Page 10 of 10 Pages
Identification and Classification
of Members of the Group
Welsh, Carson, Anderson & Stowe IX, L.P, WD Investors, LLC and WCAS IX
Associates, LLC are filing this statement on Schedule 13G as a group.
Welsh, Carson, Anderson & Stowe IX, L.P is a Delaware limited
partnership. Its sole general partner is WCAS IX Associates, L.L.C., a Delaware
limited liability company.
WCAS IX Associates, L.L.C. is a Delaware limited liability company.
WD Investors, LLC is a Delaware limited liability company.