March 23, 2026 | Health Care | North America | Active

Masimo / Danaher: Deal Insight


Life sciences and diagnostics solutions provider Danaher has entered into a definitive agreement to acquire specialist diagnostics provider Masimo. The all-cash deal offers Masimo shareholders $9.9bn, or $180.00 per share, representing a 38.3% takeover premium and 18x ‘27E EBITDA (15x when including expected synergies). Danaher plans to fund the deal through its existing cash and debt financing. The deal has been unanimously approved by both boards and is conditional on Masimo shareholder approval (50%); Danaher approval is not required. Politan Capital Management (6.2%), an activist investor, has entered into a voting agreement. The transaction is subject to regulatory approvals, including HSR and foreign antitrust and investment clearances, and a burdensome clause restricts the companies from offering any regulatory remedies that would “reasonably be expected to have, individually or in the aggregate, a material adverse effect on the Company and its Subsidiaries, taken as a whole.” Furthermore, both companies have agreed to use reasonable best efforts to take all actions necessary to secure regulatory approvals and consummate the deal. The merger agreement, dated 16-Feb-26, contains customary clauses on representations, warranties, and covenants, with the MAC definition ...


Contents

  • Merger Agreement Overview
  • Merger Rationale
  • Antitrust Risks
  • Precedent Deal Analysis and Timing
  • Shareholder Vote Dynamics
  • Trading Recommendation





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