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Brookfield offers $2.9 billion for Australia's Reliance Worldwide

Created at 17 Aug · 11:03 PM1 source↑ Market-relevant
IN SHORT

Brookfield Capital Partners has increased its offer to acquire Australian plumbing solutions company Reliance Worldwide for an enterprise value of A$4.1 billion ($2.91 billion). Reliance has signed a process deed with Brookfield to advance the proposal.

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Key Numbers

A$4.1 billionenterprise value of Reliance Worldwide
$2.91 billionenterprise value of Reliance Worldwide in USD
A$4.75per share offer price
A$3.55 billionequity valuation of Reliance Worldwide
A$4.15, A$4.25, A$4.50previous offer prices per share
4 weeksperiod Reliance cannot solicit competing offers
September 15end date of exclusivity period
30 daysperiod for negotiating better offers if deed is signed

Who's Involved

Brookfield Capital Partners LLC
made sweetened takeover bid for Reliance Worldwide
Reliance Worldwide Corporation
Australian plumbing solutions company receiving takeover bid
Goldman Sachs
appointed financial adviser to Reliance Worldwide
Oaktower Partnership
appointed financial adviser to Reliance Worldwide

↳ Why This Matters

The increased offer from Brookfield represents a significant potential acquisition for Reliance Worldwide, signaling continued interest from private equity in established industrial companies. The exclusivity period will determine if a higher bid emerges.

Key facts

  • Brookfield Capital Partners has sweetened its offer to buy Reliance Worldwide.
  • The new offer values the plumbing solutions company at an enterprise value of A$4.1 billion ($2.91 billion).
  • Brookfield proposes to acquire all outstanding ordinary shares for A$4.75 per share.
  • Reliance Worldwide has signed a process deed with Brookfield to move the proposal forward.
  • Reliance Worldwide cannot solicit competing offers during a four-week period ending September 15.

Brookfield Capital Partners LLC has increased its offer to acquire Reliance Worldwide Corporation, an Australian plumbing solutions company, for an enterprise value of A$4.1 billion ($2.91 billion).

The sweetened offer proposes A$4.75 in cash for each outstanding ordinary share, implying an equity valuation of A$3.55 billion for the firm. Brookfield had previously made unsolicited, non-binding offers in April and May at lower price points.

Reliance Worldwide announced it has signed a process deed with Brookfield, which will prevent the company from soliciting or discussing competing offers for a four-week period from August 17 to September 15. If a scheme implementation deed is later agreed upon, Reliance would have 30 days to seek and negotiate potentially superior offers.

Goldman Sachs and Oaktower Partnership have been appointed as financial advisers to Reliance Worldwide for the proposal.

Frequently asked questions

Brookfield Capital Partners is offering A$4.75 per share in cash, valuing the company's equity at A$3.55 billion and its enterprise value at A$4.1 billion ($2.91 billion).

A process deed is an agreement that allows the target company to move forward with a proposal while establishing terms, such as an exclusivity period, during which the target cannot solicit competing offers.

During the initial four-week exclusivity period, Reliance cannot solicit competing offers. However, if a scheme implementation deed is signed, Reliance would have 30 days to seek and negotiate potentially better offers from other parties.

What Happens Next

01Reliance Worldwide will not solicit competing offers until September 15.
02A scheme implementation deed may be entered into, allowing Reliance to seek better offers.
03Brookfield may acquire Reliance Worldwide if negotiations are successful.

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Cadence

How It Developed

Brookfield Capital Partners increased its offer to acquire Reliance Worldwide.
The new offer values Reliance Worldwide at an enterprise value of A$4.1 billion ($2.91 billion).
Reliance Worldwide agreed to a process deed with Brookfield, preventing it from soliciting competing offers for four weeks.
Reliance Worldwide appointed Goldman Sachs and Oaktower Partnership as financial advisers.

Sources

T1
Australia's Reliance Worldwide receives $2.9 billion takeover bid from BrookfieldReuters

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