Investor group opposes TPIL’s proposed Malibu acquisition

Published 23/07/2025, 18:22
Investor group opposes TPIL’s proposed Malibu acquisition

LONDON - A group of long-term investors in Third Point Investors Limited (TPIL) has formed an investor coalition to oppose the company’s proposed all-share combination with Malibu Life Reinsurance SPC, according to a press release issued Wednesday.

The newly formed TPIL Investor Group represents approximately 14% of TPIL’s ordinary shares and includes Asset Value Investors Limited, Evelyn Partners Investment Management Limited, Almitas Capital LLC, Staude Capital Pty Limited, and Metage Capital Limited.

The investor group has urged TPIL to hold an independent shareholder vote on the transaction, signaling significant opposition to the deal from a substantial portion of the company’s investor base.

While specific reasons for the opposition were not detailed in the announcement, the group indicated that their rationale for opposing the transaction has been published on their website.

The press release did not provide financial details of the proposed transaction between TPIL and Malibu Life Reinsurance, nor did it specify when a potential shareholder vote might take place.

TPIL Investor Group has appointed Nepean as communications advisers and Ogilvy & Wachtel for legal counsel as they organize their opposition to the proposed acquisition.

The formation of this investor coalition represents a formal challenge to TPIL’s management regarding their strategic direction and acquisition plans.

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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