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EasyJet agrees to £5.7bn takeover by Apollo Global Management

Created at 6 Aug · 7:36 PM1 source↑ Market-relevant
IN SHORT

EasyJet has formally agreed to a £5.7bn takeover by US private equity firm Apollo Global Management. The deal, valued at £7.15 per share, will proceed after rival bidder Castlelake withdrew its offer. Founder Sir Stelios Haji-Ioannou and his family will retain a significant shareholding.

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Key Numbers

£5.7bnEasyJet takeover deal value
£7.15per share offer price
19,000+EasyJet employees
1,200EasyJet routes
35European countries served by EasyJet
15%EasyJet shareholding by founder's family
49.9%Apollo's maximum shareholding limit
5%EU Trust shareholding group limit
12 monthsminimum job protection period post-takeover
March 2027expected deal completion date

Who's Involved

Apollo Global Management
US private equity firm making the takeover bid
EasyJet
No-frills airline agreeing to takeover
Castlelake
US investment firm that withdrew its rival bid
Sir Stelios Haji-Ioannou
Founder of EasyJet, supporting the takeover
Kenton Jarvis
Chief Executive of EasyJet
Alex van Hoek
Partner and European private equity lead at Apollo
Stephen Hester
Chair of EasyJet
Danni Hewson
Head of financial analysis at AJ Bell

↳ Why This Matters

The acquisition of EasyJet by Apollo Global Management signifies a major consolidation in the European aviation sector, potentially impacting competition, pricing, and employment within the industry. The deal also highlights the ongoing trend of private equity investment in established public companies.

Key facts

  • EasyJet has accepted a £5.7bn takeover offer from US private equity firm Apollo Global Management.
  • The deal values EasyJet shares at £7.15 each.
  • Rival bidder Castlelake withdrew its pursuit of the airline.
  • Founder Sir Stelios Haji-Ioannou and his family will remain significant shareholders.
  • Apollo plans to support EasyJet's existing strategy and aims for long-term growth.
  • The takeover is anticipated to be completed by the end of March 2027, subject to regulatory approval.

EasyJet has formally accepted a £5.7bn takeover offer from US private equity firm Apollo Global Management, marking a significant shift in the airline's ownership structure. The agreement follows the withdrawal of a rival bid from US investment firm Castlelake, which had been engaged in a bidding war for the no-frills carrier.

Under the terms of the deal, EasyJet shareholders will receive £7.15 per share. Apollo has stated its intention to support EasyJet's existing strategy and aims to accelerate the airline's operational and commercial ambitions, emphasizing a commitment to enhancing connectivity across Europe and the UK. The private equity firm has also indicated that it does not plan to cut jobs for at least 12 months following the completion of the takeover.

Founder Sir Stelios Haji-Ioannou and his family, who currently own approximately 15% of the business, have expressed their support for Apollo's plans for growth and intend to remain as long-term shareholders. To comply with European Union regulations regarding foreign ownership of airlines, Apollo plans to structure the shareholding such that EU-based shareholders, including the Haji-Ioannou family, will own around half of the business, with Apollo holding a maximum of 49.9%. An 'EU Trust' shareholding group will retain up to 5%.

EasyJet's chair, Stephen Hester, noted that the board had carefully evaluated Apollo's proposal against the airline's standalone prospects, concluding that the offer delivers immediate, certain, and attractive value for shareholders. EasyJet CEO Kenton Jarvis welcomed Apollo's commitment to the business and its employees, highlighting the firm's experience in the aviation sector as a strong partnership for future growth.

The takeover is expected to be completed by the end of March 2027 and is subject to regulatory approvals. The potential delisting of EasyJet from the stock exchange has been noted as a blow to London's market, with retail investors potentially losing a familiar name.

Frequently asked questions

The takeover deal for EasyJet is valued at £5.7bn.

Shareholders are being offered £7.15 per share.

EasyJet is being acquired by the US private equity firm Apollo Global Management.

Apollo has stated it does not intend to cut any jobs in the first 12 months after the takeover is completed, though some roles related to maintaining its public-listed operations may be affected if the company delists.

Yes, founder Sir Stelios Haji-Ioannou and his family intend to remain invested as long-term major shareholders.

What Happens Next

01The deal requires approval from regulators, including in the EU.
02The takeover is expected to complete by the end of March 2027.

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Cadence

How It Developed

US investment firm Castlelake withdrew its bid for EasyJet.
EasyJet agreed to a £5.7bn takeover offer from US private equity firm Apollo Global Management.
Under the agreement, EasyJet shareholders will receive £7.15 per share.
Founder Sir Stelios Haji-Ioannou and his family will retain their shareholding.
Apollo indicated it would support EasyJet's current strategy and aims to accelerate growth.
The deal is expected to complete by the end of March 2027 and requires regulatory approval.

Sources

T1
EasyJet agrees to £5.7bn takeoverSky News · Business
T2
EasyJet agrees to £5.7bn takeover by US firm - BBC Newsbbc.co.uk
T2
EasyJet agrees to £5.7bn takeover by US private equity firmtheguardian.com
T2
Easyjet agrees £5.7bn takeover by private equity giant Apollothisismoney.co.uk

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