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HICL and TRIG Agree Terms for £5.3bn Merger to Form UK’s Biggest Listed Infrastructure Fund

Shareholder votes are slated for December, with completion targeted by the end of the first quarter of 2026.

Overview

  • Under the signed heads of terms, TRIG would be wound up and its assets transferred to HICL in exchange for new HICL shares plus cash.
  • TRIG investors are offered a partial cash exit of up to £250m, about 11% of TRIG’s capital, though some coverage cites a £350m liquidity figure.
  • If the cash option is fully taken, the combined company is expected to be owned roughly 56% by HICL shareholders and 44% by TRIG shareholders.
  • The companies frame the tie-up as combining HICL’s core social and transport infrastructure with TRIG’s renewables portfolio to create a larger, more diversified vehicle of roughly £5.3bn in net assets.
  • The transaction remains subject to shareholder and regulatory approval, and initial market moves and analyst commentary indicated a mixed reception.