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OMB APPROVAL
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OMB Number 3235-0104
Expires: September 30, 1998
Estimated average burden
hours per response ...... 0.5
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U.S. SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 3
INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES
Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934,
Section 17(a) of the Public Utility Holding Company Act of 1935 or
Section 30(f) of the Investment Company Act of 1940
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1. Name and Address of Reporting Person*
Berg Laurence M.
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(Last) (First) (Middle)
c/o Apollo Advisors IV, L.P.
Two Manhattanville Road
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(Street)
Purchase New York 10577
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(City) (State) (Zip)
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2. Date of Event Requiring Statement (Month/Day/Year)
3/11/99
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3. IRS or Social Security Number of Reporting Person (Voluntary)
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4. Issuer Name and Ticker or Trading Symbol
Berlitz International, Inc. (BTZ)
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5. Relationship of Reporting Person to Issuer
(Check all applicable)
[X] Director [ ] 10% Owner
[_] Officer (give title below) [_] Other (specify below)
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6. If Amendment, Date of Original (Month/Day/Year)
________________________________________________________________________________
7. Individual or Joint/Group Filing (Check applicable line)
[X] Form Filed by One Reporting Person
[_] Form Filed by More than One Reporting Person
<PAGE>
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Table I -- Non-Derivative Securities Beneficially Owned
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<TABLE>
<CAPTION>
3. Ownership Form:
2. Amount of Securities Direct (D) or
1. Title of Security Beneficially Owned Indirect (I) 4. Nature of Indirect Beneficial Ownership
(Instr. 4) (Instr. 4) (Instr. 5) (Instr. 5)
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<S> <C> <C> <C>
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</TABLE>
* If the Form is filed by more than one Reporting Person, see Instruction
5(b)(v).
Reminder: Report on a separate line for each class of securities beneficially
owned directly or indirectly.
(Print or Type Responses)
(Over)
<PAGE>
FORM 3 (continued)
Table II -- Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
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<TABLE>
<CAPTION>
5. Owner-
3. Title and Amount of Securities ship
Underlying Derivative Security Form of
2. Date Exercisable (Instr. 4) Derivative
and Expiration Date --------------------------------- 4. Conver- Security:
(Month/Day/Year) Amount sion or Direct 6. Nature of
---------------------- or Exercise (D) or Indirect
Date Expira- Number Price of Indirect Beneficial
1. Title of Derivative Exer- tion of Derivative (I) Ownership
Security (Instr. 4) cisable Date Title Shares Security (Instr. 5) (Instr. 5)
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<S> <C> <C> <C> <C> <C> <C> <C>
(a)
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</TABLE>
Explanation of Responses:
(a) The Reporting Person's beneficial ownership excludes the shares that may be
acquired upon conversion of the 5% Convertible Exchangeable Subordinated
Debentures due 2011, Series A, of Berlitz International, Inc. (the
"Issuer") owned by Apollo Investment Fund IV, L.P. (AIFIV") and Apollo
Overseas Partners IV, L.P. ("Overseas IV"). Apollo Advisors IV, L.P.
("Advisors IV") is the general partner of AIFIV and the managing general
partner of Advisors IV. The Reporting Person disclaims any beneficial
ownership of all securities of the Issuer owned by AIFIV and Overseas IV
and each of their affiliates and the filing of this statement shall not be
deemed an admission that the Reporting Person, for the purposes of Section
16 of the Securities Exchange Act of 1934, as amended, or for any other
purpose, is the beneficial owner of, or has any pecuniary interest in, any
such securities.
/s/ Laurence M. Berg 3/18/99
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**Signature of Reporting Person Date
** Intentional misstatements or omissions of fact constitute Federal Criminal
Violations.
See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed.
If space provided is insufficient, see Instruction 6 for procedure.
(Print or Type Responses)
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