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Apollo makes surprise £5.7bn bid for easyJet, topping rival offer

Created at 10 Jul · 8:26 AM1 source↑ Market-relevant
IN SHORT

US private equity firm Apollo has agreed to buy easyJet for £5.7bn, surpassing a previous offer from Castlelake. The airline's board is inclined to recommend Apollo's deal, which offers a higher price per share and addresses EU ownership regulations.

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Key Numbers

£5.7bnApollo's takeover offer for easyJet
£7.15Apollo's offer per easyJet share
£6.90Castlelake's previous proposal per easyJet share
22%Premium on easyJet's closing share price yesterday
81%Premium on easyJet's share price before Castlelake's bid period
3 AugustDeadline for Castlelake's formal offer
£5.2bnPrevious potential takeover offer value
2.14%Castlelake's stake in easyJet
350+EasyJet's fleet size
£5.58EasyJet's closing share price on Friday
30%EasyJet's share price fall in the past year

Who's Involved

Apollo
US private equity firm making a takeover offer for easyJet
easyJet
European airline receiving takeover offers
Castlelake
US private credit group that made a rival bid for easyJet
Peter Bellew
EU national proposed to partner with Castlelake
Mark Breen
EU national proposed to partner with Castlelake
John Strickland
Former aviation executive commenting on easyJet's attractiveness

↳ Why This Matters

The surprise higher bid from Apollo creates a potential bidding war for easyJet, which could lead to a more favorable outcome for shareholders and highlights the airline's strategic value despite recent market pressures.

Key facts

  • Apollo has agreed to a £5.7bn takeover offer for easyJet.
  • The offer of £7.15 per share is higher than Castlelake's previous proposal.
  • EasyJet's board is likely to recommend the Apollo deal to shareholders.
  • Apollo will address EU local ownership regulations.
  • EasyJet is one of Europe's largest airlines with over 19,000 employees and 1,200 routes.

Apollo, a US private equity firm, has gatecrashed the sale of easyJet with a surprise £5.7bn takeover offer, beating a rival bid from Castlelake. The airline has reached an agreement in principle with Apollo for an offer of £7.15 per share, which it stated delivers a superior outcome for shareholders compared to Castlelake's latest proposal of £6.90 per share.

Apollo's offer represents a 22% premium against easyJet's closing share price on the previous day and an 81% premium compared to its price before Castlelake's bid period began. The firm has also committed to taking all necessary steps to comply with EU local ownership rules, a potential hurdle that Castlelake had planned to navigate by partnering with two EU nationals.

EasyJet, one of Europe's largest airlines employing over 19,000 people, operates around 1,200 routes across 35 European countries. Its attractiveness to potential buyers includes high brand recognition, a substantial fleet of over 350 aircraft, a significant order book, and strong slot positions at congested European airports like Gatwick and Paris Charles de Gaulle.

Previously, easyJet had rejected four takeover offers from Castlelake, which manages a stake of approximately 2.14% in the carrier. Castlelake had until August 3 to make a formal offer. The airline's share price had been temporarily depressed, partly due to the impact of the US-Israel war on the travel sector, closing at £5.58 on Friday and having fallen over 30% in the past year before the initial bid emerged in June.

Frequently asked questions

Apollo has agreed to a takeover offer worth £5.7bn.

Apollo's offer of £7.15 per share is higher than Castlelake's latest proposal of £6.90 per share.

European Union regulations require European airlines to be majority-owned by EU citizens. Apollo has agreed to take necessary steps to satisfy these rules.

The airline's share price has been affected by factors including the impact of the US-Israel war on the travel sector.

What Happens Next

01Castlelake must decide by August 3 whether to make a formal offer.
02Shareholder approval will be required if an offer is made.

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Cadence

How It Developed

Apollo has agreed to buy easyJet for £5.7bn.
Apollo's offer of £7.15 per share is higher than Castlelake's proposal of £6.90 per share.
EasyJet's board is inclined to recommend Apollo's offer to shareholders.
Apollo has agreed to take necessary steps to comply with EU local ownership rules.
Castlelake had previously made four rejected takeover offers for easyJet.
Castlelake had until August 3 to make a formal offer.
EasyJet's share price had been depressed due to factors including the impact of the US-Israel war on the travel sector.
EasyJet shares closed at £5.58 on Friday, and had fallen over 30% in the past year before the first bid emerged in June.

Sources

T1
Rival bid to take over easyJet beats previous offerSky News · Business
T2
EasyJet agrees 'in principle' to £5.2bn takeover dealbbc.com
T2
Apollo gatecrashes easyJet sale with surprise £5.7bn takeover offer - business live | Business | The Guardiantheguardian.com
T2
EasyJet receives a fresh offer from Apollo that beats a rival ...x.com

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