CVC-led consortium finalizes Hargreaves Lansdown acquisition

Published 24/03/2025, 15:40
CVC-led consortium finalizes Hargreaves Lansdown acquisition

LONDON - Hargreaves (LON:HRGV) Lansdown plc (HL) has been officially acquired by Harp Bidco Limited, a company indirectly owned by private equity entities including CVC Private Equity Funds, Nordic Capital XI Delta, and Platinum Ivy B 2018 RSC Limited. The acquisition, which was first announced on August 9, 2024, was completed today following the sanction of the scheme of arrangement by the court and the subsequent registration of the court order.

Each shareholder of HL on the register at the Scheme Record Time, which was 6:00 p.m. on March 21, 2025, is set to receive 1,110 pence per share, unless they opted for the Alternative Offer. Those who elected for the Alternative Offer will receive one Rollover Security per HL Share they held. Payments to shareholders will be made through cheques or CREST account credits as soon as practicable, with the final date for settlement being April 7, 2025.

As part of the acquisition process, trading of HL shares was suspended from 7:30 a.m. today, with the delisting of HL shares from the Official List and the cessation of trading on the London Stock Exchange (LON:LSEG)’s main market expected to occur at 8:00 a.m. on March 25, 2025.

The completion of the acquisition has resulted in significant changes to the board of HL. Alison Platt, Penny James, Andrea Blance, Adrian Collins, Darren Pope, Michael Morley, and John Troiano have resigned from their positions. Concurrently, new directors have been appointed to the Bidco Board, including Amy Stirling as Chief Financial Officer, Bruce Hemphill as Chair, Dan Olley as Chief Executive Officer, and others joining the existing board members.

Furthermore, following his election for the Alternative Offer, Peter Hargreaves is anticipated to become a Substantial B Shareholder and will be entitled to nominate a director to the Bidco Board.

With the scheme now effective, HL is no longer considered to be in an offer period according to the Code, and the related dealing disclosure requirements for HL Shareholders are no longer applicable.

This article is based on a press release statement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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