E2open shares surge on Wisetech acquisition talks

Published 01/05/2025, 15:16
© Reuters

Investing.com -- Shares of e2open (NYSE:ETWO) soared 27% following reports from AFR regarding potential acquisition talks with Wisetech Global, a major software company facing shareholder unrest. The acquisition, if finalized, could be valued at up to A$3.5 billion.

The AFR article highlighted that Wisetech Global is in the midst of discussions to purchase the New York-listed supply chain platform provider e2open. This deal, driven by Wisetech’s co-founder and executive chairman Richard White, could mark the company’s most significant transaction, potentially doubling its revenue. Despite recent governance issues involving White, the company is actively seeking financial support for the acquisition, with several banks such as Gresham, Macquarie, Bank of America, and Rothschild reportedly in advisory roles. The acquisition is expected to be debt-funded, which would increase Wisetech’s leverage substantially.

In a filing, Wisetech Global (ASX:WTC) addressed the media speculation about acquiring e2open, confirming its participation in a strategic review process announced by e2open on March 7, 2024. Wisetech’s strategy includes a pro-active acquisition program, and the company is evaluating global opportunities. However, Wisetech also stated that discussions are at a preliminary stage and there is no certainty of a transaction occurring. The terms and timing of any potential deal remain unknown.

The news of the potential acquisition has resonated positively with investors, as evidenced by the significant rise in e2open’s stock price. The company’s shares have responded to the prospect of joining forces with one of the largest software businesses, which could lead to a substantial increase in revenue and market presence.

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