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RPC to revamp US strategy amid merger control chaos

Created at 7 Aug · 11:31 AM1 source↑ Market-relevant
IN SHORT

RPC is reportedly planning a strategic overhaul in the United States, while continuing to rule out mergers. This comes as the U.S. faces significant upheaval in its merger control regulations, with recent FTC rules being vacated and appealed.

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Key Numbers

60 hoursexpected increase in time for HSR filing
100 hoursexpected increase for complex transactions
February 12, 2026date federal court vacated FTC's Final Rule
March 19, 2026date Fifth Circuit denied FTC's stay motion

Who's Involved

RPC
company revamping US strategy and ruling out mergers
FTC
U.S. Federal Trade Commission, whose merger rules were vacated and appealed
DOJ
U.S. Department of Justice, Antitrust Division, involved in merger filings
U.S. Department of War
agency to review defense-related transactions

↳ Why This Matters

The ongoing uncertainty and changes in U.S. merger control regulations create a complex environment for businesses considering transactions. RPC's strategic review in the U.S. may be influenced by this regulatory landscape, while the Department of War's increased scrutiny on defense-related deals highlights national security considerations in M&A.

Key facts

  • RPC is planning to revise its strategy in the United States.
  • The company is not considering mergers.
  • The U.S. Federal Trade Commission's (FTC) expanded merger notification rules, implemented in February 2025, were vacated by a federal court in February 2026.
  • The FTC is appealing this decision, but currently accepts filings under the older, less extensive rules.
  • The U.S. Department of War will now review certain defense-related transactions, including those involving critical technologies.

RPC is reportedly set to overhaul its strategy within the United States, while maintaining its stance against pursuing mergers. This strategic shift occurs amidst a period of significant regulatory flux concerning merger control in the U.S.

In October 2024, the FTC introduced extensive revisions to the Hart–Scott–Rodino (HSR) Act rules, which went into effect in February 2025. These new requirements mandated substantially more information and documentation for premerger notifications, with predictions of a significant increase in filing time and costs. However, on February 12, 2026, a federal court vacated these rules in the case of Chamber of Commerce v. FTC, ruling that the FTC had exceeded its statutory authority.

The FTC subsequently appealed this decision to the Fifth Circuit Court of Appeals. While initially granting a temporary stay, the court ultimately denied the FTC's motion for a stay pending appeal on March 19, 2026. Consequently, the FTC's Premerger Notification Office is now accepting HSR filings based on the forms and instructions in place before the February 2025 rule changes. The agency has also indicated it will continue to accept filings under the newer rules if parties voluntarily choose to use them.

In parallel, the U.S. Department of War, through its Office of Industrial Base Policy, has issued guidance requiring proactive disclosure of certain transactions that are notifiable under the HSR Act. This disclosure is mandatory for transactions involving parties with contracts with the Department of War, or those that pertain to critical technologies such as applied artificial intelligence, biomanufacturing, contested logistics, quantum and battlefield information, scaled hypersonics, and scaled directed energy.

Frequently asked questions

The HSR Act, enacted in 1976, requires parties to certain mergers and acquisitions to notify the U.S. Department of Justice and the Federal Trade Commission before completing the transaction if specific thresholds are met.

A federal court vacated the FTC's Final Rule, finding that the agency had exceeded its statutory authority in expanding the requirements for premerger notifications.

The Department of War will now review certain transactions notifiable under the HSR Act that involve defense-directed business or critical technologies, requiring proactive disclosure.

What Happens Next

01The Fifth Circuit Court of Appeals will continue to hear the FTC's appeal.
02The FTC and DOJ will review public comments on the efficacy of the New Rules.
03A new version of the HSR Rules may be released by the end of the year.

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Cadence

How It Developed

RPC plans to revamp its US strategy.
RPC continues to rule out mergers.
FTC issued extensive revisions to HSR Rules in October 2024.
New HSR Rules went into effect in February 2025, expanding information requirements.
A federal court vacated the FTC's Final Rule on February 12, 2026, in Chamber of Commerce v. FTC.
The FTC appealed the decision to the Fifth Circuit Court of Appeals.
The Fifth Circuit denied the FTC's motion for a stay pending appeal on March 19, 2026.
The FTC is now accepting HSR filings using pre-February 2025 forms.

Sources

T1
RPC to revamp US strategy as it continues to rule out mergerFinancial News London
T2
The Chaotic State of U.S. Merger Control - debevoise.comdebevoise.com
T2
Financial News on X: "RPC to revamp US strategy as it continues to rule ...x.com

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