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Stripe–Advent Consortium Drops Bid for PayPal

PayPal’s board judged the $60.50-per-share proposal too low given a CEO-led turnaround, leaving questions about future consolidation and regulatory hurdles.

Overview

  • The Stripe and Advent team pulled back after weeks of talks when they chose not to raise their initial $60.50-per-share offer.
  • The proposal valued PayPal at roughly $53 billion and represented about a 28% premium to recent trading levels.
  • Banks coordinated about $50 billion of financing for the deal, with JPMorgan and Morgan Stanley reported as lead arrangers.
  • PayPal’s board rejected the price because it said the offer did not reflect expected gains from Enrique Lores’s turnaround and planned cost cuts of at least $1.5 billion.
  • The failed bid leaves a major consolidation idea in payments unresolved, could affect shareholders and employees, and would likely have faced heavy U.S. and EU antitrust review if revived.