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I Squared Capital to acquire Australia's oOh!media for A$1.04 billion

Created at 10 Aug · 12:33 AM1 source↑ Market-relevant
IN SHORT

Infrastructure investor I Squared Capital has agreed to acquire Australian outdoor advertising company oOh!media for A$1.04 billion, including debt. The deal, which includes a cash payment of A$1.70 per share, represents a significant premium over previous offers and the company's closing price.

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Key Numbers

A$1.04 billionoOh!media acquisition deal value
A$898 millionoOh!media equity valuation
A$1.70cash per share for oOh! shareholders
2 Australian centsfully franked interim dividend per share
6.9%premium to August 7 closing share price
100%premium to April 28 closing price
A$1.40initial non-binding proposal per share
A$0.85closing price on April 28

Who's Involved

I Squared Capital
infrastructure investor and winning bidder for oOh!media
oOh!media
Australian outdoor advertising company being acquired
Philippa Kelly
Chair of oOh!media's board
Pacific Equity Partners
rival suitor for oOh!media
Bain Capital
investment firm that showed interest in oOh!media
Oaktree Capital
investment firm that showed interest in oOh!media

↳ Why This Matters

The acquisition of oOh!media by I Squared Capital signifies consolidation in the outdoor advertising sector and highlights investor interest in Australian companies, with the deal offering a significant premium to shareholders.

Key facts

  • I Squared Capital will acquire Australian outdoor advertising company oOh!media.
  • The deal values oOh!media at A$1.04 billion including debt.
  • oOh! shareholders will receive A$1.70 per share in cash and a 2 cent dividend.
  • The offer represents a 100% premium to the closing price on April 28.
  • The oOh! board unanimously recommended the offer.

Australian outdoor advertising company oOh!media has agreed to be acquired by infrastructure investor I Squared Capital for A$1.04 billion, including debt. The deal follows a competitive bidding process that attracted interest from several global investment firms.

Under the terms of the agreement, oOh!media shareholders will receive A$1.70 per share in cash, which includes A$1.68 in scheme consideration and a 2 Australian cent fully franked interim dividend. This offer represents a 6.9% premium to the company's closing share price on August 7 and a substantial 100% premium compared to its closing price on April 28, when rival suitor Pacific Equity Partners first made a non-binding proposal.

I Squared Capital emerged as the successful bidder after a months-long contest that also saw interest from Pacific Equity Partners, Bain Capital, and Oaktree Capital. The oOh! board, led by Chair Philippa Kelly, has unanimously recommended the offer from I Squared Capital, citing a comprehensive and competitive process. The company's board also expects to pay a special dividend of approximately 10 Australian cents per share before the scheme is implemented.

Frequently asked questions

The deal values oOh!media at A$1.04 billion, including debt.

Shareholders will receive A$1.70 per share in cash, comprising A$1.68 in scheme consideration and a 2 Australian cent dividend.

The offer represents a 6.9% premium to the closing share price on August 7 and a 100% premium to the closing price on April 28.

Pacific Equity Partners, Bain Capital, and Oaktree Capital had shown interest in acquiring the company.

What Happens Next

01The deal will be implemented through a scheme of arrangement.
02oOh! board expects to pay a special dividend of about 10 Australian cents per share before scheme implementation.

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Cadence

How It Developed

I Squared Capital emerged as the winning bidder for oOh!media after a months-long contest.
oOh!media agreed to be bought by I Squared Capital in an A$1.04 billion deal including debt.
oOh! shareholders will receive A$1.70 per share in cash, plus a 2 Australian cent dividend.
The offer represents a 6.9% premium to the closing share price on August 7.
The offer represents a 100% premium to the closing price on April 28.
oOh! Chair Philippa Kelly stated the board unanimously recommended the offer.

Sources

T1
I Squared wins bidding war for Australia's oOh!media with $735 million dealReuters

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