Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

Link (ASX:LNK) share price rockets 12% as private equity circles

The Link Administration Holdings Ltd (ASX: LNK) share price is on the move this morning after the company received a takeover proposal. 

The Link Administration Holdings Ltd (ASX: LNK) share price is on the move this morning after the company received a takeover proposal.

Currently, the Link share price is up 11.78% to $4.84.

LNK share price

Source: Rask Media LNK share price since IPO
Source: Rask Media LNK share price since IPO

What was announced?

Private equity outfit The Carlyle Group has made a conditional non-binding offer to acquire 100% of the shares in Link.

The proposal includes two elements:

  • Cash of $3.00 per share
  • A pro-rata distribution of PEXA Group Ltd (ASX: PXA) shares, currently valued on a look-through basis of $2.38 per share

In total, Link shareholders would receive $5.38 in consideration, a 24.2% premium to Link’s last closing price.

The offer is subject to a number of conditions including due diligence, financing and regulatory approvals.

Link will consider the proposal before providing a decision on the offer. In the meantime, it will suspend the remaining $49 million of its $150 million buyback.

If you won’t monetise PEXA, we will

The pro-rata distribution of PEXA shares is a savvy move by Carlyle. It’s effectively using Link’s own balance sheet against them.

PEXA currently has a market capitalisation of $2.88 billion. Given Link owns 42.8% of PEXA, that shareholding is currently worth $1.23 billion.

By selling Link’s investment in PEXA, it reduces the cash Carlyle needs to provide.

Private equity strikes again

Over the past year, Link’s has been the subject of two separate private equity offers.

Carlyle and former owner Pacific Equity Partners (PEP) made a $5.20 per share offer in October last year, which was subsequently declined.

The offer was increased to $5.40, which was again rejected, however, Link allowed due diligence to develop a better offer. However, both bidders opted to walk away.

Next, SS&C Technology Holdings arrived at the party with a $5.65 per share offer. Similarly, the deal was declined but due diligence was granted. Again, private equity walked away.

PEXA now public

The key difference between today’s offer and the prior two is that PEXA is now a listed company. Previously it was private, therefore valuing the business was more difficult.

With a public market, the PEXA share price is readily available therefore private equity can sell the PEXA stake and retain the core Link administration business.

My take

Link’s initial public offering back in 2015 was at $6.37 per share by former private equity owner PEP.

Since then, the Link share price is 32% lower.

PEP used the public markets to sell out at a premium and is now coming back six years later when Link is at a discount.

It’s hard to say if it shows the genius of its private equity or the failure of management to deliver results.

Either way, shareholders should tread carefully. Private equity has visited twice bearing gifts, which subsequently had nothing inside.

Unless the offer becomes binding, I wouldn’t be surprised if it happens a third time.

$50,000 per year in passive income from shares? Yes, please!

With interest rates UP, now could be one of the best times to start earning passive income from a portfolio. Imagine earning 4%, 5% — or more — in dividend passive income from the best shares, LICs, or ETFs… it’s like magic.

So how do the best investors do it?

Chief Investment Officer Owen Rask has just released his brand new passive income report. Owen has outlined 10 of his favourite ETFs and shares to watch, his rules for passive income investing, why he would buy ETFs before LICs and more.

You can INSTANTLY access Owen’s report for FREE by CLICKING HERE NOW and creating a 100% FREE Rask Account.

(Psst. By creating a free Rask account, you’ll also get access to 15+ online courses, 1,000+ podcasts, invites to events, a weekly value investing newsletter and more!)

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.

At the time of publishing, Lachlan does not have a financial or commercial interest in any of the companies or funds mentioned.
Skip to content