佩尔茨领衔财团向温迪提出14亿美元私有化要约:每股7.35美元现金,温迪称独立委员会将评估

据监管文件与路透社报道,亿万富翁投资者纳尔逊·佩尔茨(Nelson Peltz)旗下 Trian 基金联合 Flynn Group、BlueFive Capital 与 Sixth Street Partners,于10月28日向汉堡连锁温迪(Wendy's)递交非约束性要约:以每股7.35美元现金收购其尚未持有的全部股份,交易总价约14亿美元,较前一交易日收盘价溢价约20%。消息公布后,温迪股价上涨约15%至7.10美元一线。
Trian 及关联方目前持有温迪约16.3%的股份,并长期在董事会拥有席位。财团在致董事会的信中称,温迪正处在关键节点,私有化能提供业务扭转所需的耐心与长期资本,并表示要约不需要新增债务出资。
温迪确认已收到要约,表示将由独立董事组成的特别委员会进行评估,同时提醒交易并无确定性。温迪近年来同店销售承压,今年8月曾撤回全年业绩预期。
Peltz-Led Group Offers $1.4 Billion to Take Wendy's Private at $7.35 a Share; Wendy's Says Independent Committee Will Review
An investor group led by billionaire Nelson Peltz's Trian Fund Management, together with Flynn Group, BlueFive Capital and Sixth Street Partners, submitted a non-binding proposal on October 28 to acquire Wendy's, offering $7.35 per share in cash for the shares it does not already own, valuing the burger chain at about $1.4 billion, a premium of roughly 20% to the prior close, according to a regulatory filing reported by Reuters. Wendy's shares rose about 15% to around $7.10 on the news.
Trian and related parties hold about 16.3% of Wendy's and have long held board seats. In their letter to the board, the investors said Wendy's is at a critical juncture and that private ownership would provide the patient, long-duration capital needed to restore the business; the proposal would not require new debt financing.
Wendy's confirmed it had received the proposal and said a special committee of independent directors would review it, cautioning that there is no certainty a deal will result. The chain has faced weakening same-store sales and withdrew its annual forecast in August.
来源:GSM·美国(原文链接)
图片来源:图:温迪(Wendy's)品牌标志。CC BY-SA 3.0,经 Wikimedia Commons。 / The Wendy's logo. CC BY-SA 3.0, via Wikimedia Commons.

