Nordic Capital adjusts stake in Hargreaves Lansdown bid

Published 11/03/2025, 13:52
Nordic Capital adjusts stake in Hargreaves Lansdown bid

LONDON - Nordic Capital XI Delta, SCSp has updated its equity syndication related to the acquisition of Hargreaves (LON:HRGV) Lansdown plc ("HL") by Harp Bidco Limited ("Bidco"), a company formed by a consortium including CVC Private Equity Funds and Platinum Ivy B 2018 RSC Limited. The syndication update follows the initial announcement on August 9, 2024, regarding the agreement on the terms of the acquisition to be implemented by a Court-sanctioned scheme of arrangement.

The recent syndication has seen commitments from various investors to subscribe for interests in an NC Co-Investment Vehicle, which will hold indirect minority interests in Bidco. Notable investors include AlpInvest with a 3.23% indirect interest, Neuberger Berman with 1.81%, and BlackRock (NYSE:BLK) with 1.62%. Additional investors with less than 1% total an indirect interest of 0.28%.

The initial equity co-investor’s commitments have been reduced to £87,973,674.84 from £158,848,447, resulting in an expected indirect economic interest in Bidco of approximately 2.39%. The aggregate commitments from the new investors in respect of the acquisition total £255,350,933.66, leading to a combined indirect interest in Bidco of around 9.34%.

As a consequence of the additional commitments, Nordic Capital’s equity commitment through Nordic Capital Fund XI has decreased from £892,954,035.47 to £745,690,204.91, which would give it an expected economic interest in Bidco of about 20.28%. The equity investments by CVC Private Equity Funds and Platinum Ivy remain unchanged.

This announcement is based on a press release statement and is intended for informational purposes only. It is not an offer or invitation for the sale, purchase, or acquisition of securities. The acquisition process is subject to the terms outlined in the Scheme Document published on September 6, 2024, and is contingent upon regulatory approvals and other conditions stipulated therein.

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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