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Metro Bank in talks over private equity takeover

Created at 21 Jul · 10:06 AM1 source↑ Market-relevant
IN SHORT

Metro Bank has been approached by private equity firm Pollen Street Capital regarding a potential buyout. The talks are in early stages, and a deal could lead to consolidation in the specialist mortgage sector and potentially see Metro Bank lose its stock market listing.

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Key Numbers

£853mMetro Bank valuation after share rise
13%Metro Bank share price increase
£925mMetro Bank rescue deal value
53%Jaime Gilinski Bacal's stake in Metro Bank
£350mMetro Bank share issue after 2019 misclassification
£4.4bnShawbrook Bank's retail home loans book
£6.8bnShawbrook Bank's real estate division loan book
£1.6bnMetro Bank's 2016 listing valuation

Who's Involved

Metro Bank
Challenger bank approached about private equity takeover
Pollen Street Capital
Investment firm that approached Metro Bank for a buyout
Shawbrook Bank
Rival bank that previously bid for Metro Bank
Jaime Gilinski Bacal
Colombian billionaire and major shareholder in Metro Bank

↳ Why This Matters

The potential takeover of Metro Bank by Pollen Street Capital could signal further consolidation in the UK challenger banking sector and impact the competitive landscape for specialist mortgages. It also raises questions about the future of Metro Bank as a publicly listed entity.

Key facts

  • Metro Bank has been approached by private equity firm Pollen Street Capital about a potential buyout.
  • The talks are at an early stage, and there is no certainty of a deal.
  • Pollen Street Capital has a stake in Shawbrook Bank, which previously bid for Metro Bank.
  • A deal could lead to consolidation in the specialist mortgage sector.
  • Metro Bank's shares rose 13% on the news, valuing the business at £853m.
  • Metro Bank was subject to a £925m rescue deal in November 2023.

Metro Bank has been approached by private equity firm Pollen Street Capital regarding a potential takeover, according to reports. The discussions are in their early stages, and there is no certainty that a deal will be reached.

Pollen Street Capital, which has existing stakes in other UK financial services firms including Shawbrook Bank, reportedly made an informal approach to Metro Bank in recent weeks. This potential deal could lead to consolidation within the specialist mortgage sector.

Shares in Metro Bank saw a significant increase of 13% in mid-morning trading, valuing the business at £853m, though this is approximately half of its peak valuation. The bank has faced regulatory setbacks in the past, including a £350m share issue in 2019 after admitting to misclassifying commercial loans, which led to investigations by the Financial Conduct Authority and the Prudential Regulation Authority.

Metro Bank was rescued in November 2023 through a £925m deal that included £325m in equity, with a substantial contribution from Colombian billionaire Jaime Gilinski Bacal, who now holds a nearly 53% stake. Shawbrook Bank, which also has a significant loan book in its retail home loans and real estate divisions, had previously bid for Metro Bank in 2023 when the latter was seeking emergency funding.

Any potential acquisition by Pollen Street Capital could result in Metro Bank losing its listing on the stock market. Neither Metro Bank nor Pollen Street Capital have commented on the reports.

Frequently asked questions

Pollen Street Capital is a private equity firm that has approached Metro Bank about a potential buyout. They have existing stakes in other UK financial services firms, including Shawbrook Bank.

Shawbrook Bank is a rival challenger bank that has previously bid for Metro Bank and has existing stakes in the financial services sector. A deal with Pollen Street Capital could potentially lead to a merger between Metro Bank and Shawbrook.

Metro Bank was rescued in November 2023 through a £925m deal. In 2019, it faced regulatory scrutiny and a £350m share issue after admitting to misclassifying commercial loans.

A deal with Pollen Street Capital may lead to Metro Bank losing its stock market listing.

What Happens Next

01Further details on the early-stage talks between Metro Bank and Pollen Street Capital may emerge.
02The outcome of the discussions will determine if a formal bid is made.
03Market reaction will continue to monitor any developments regarding Metro Bank's potential delisting or acquisition.

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Cadence

How It Developed

Metro Bank received an informal approach from Pollen Street Capital for a buyout.
Pollen Street Capital has existing stakes in other UK financial services firms, including Shawbrook Bank.
Metro Bank previously rejected a bid from Shawbrook Bank in 2023.
Shares in Metro Bank rose 13% following the news.
A deal could lead to consolidation in the specialist mortgage sector.
Any deal may result in Metro Bank losing its stock market listing.
Metro Bank was rescued in November 2023 through a £925m deal involving equity and debt.

Sources

T1
Metro Bank eyes £2bn merger with rival challenger bank AldermoreSky News · Business
T2
Shawbrook weighs up Aldermore bid | MarketScreener Australiaau.marketscreener.com
T2
Metro Bank receives private equity takeover approach: Reportsmortgagestrategy.co.uk

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