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PHP’s £1.79bn Bid Wins Board Backing in Assura Takeover

Shareholder approval hinges on PHP’s share price after its 4% drop under the shadow of CMA scrutiny.

Overview

  • Assura’s board has recommended shareholders accept a mixed cash-and-share offer valuing the FTSE 250 healthcare property owner at £1.79bn.
  • The PHP proposal carries a 47% premium to Assura’s mid-February share price and eclipses KKR’s near-£1.7bn best final bid.
  • PHP shares plunged about 4% on the day of the announcement, threatening to reduce the offer’s overall value.
  • Regulators at the Competition and Markets Authority may investigate the deal for its impact on competition in UK healthcare real estate.
  • KKR is meanwhile exploring a bid for industrial group Spectris after its £3.8bn agreement with Advent International.