August 23, 2021 | Defence | Europe | Ended

Ultra Electronics / Cobham: New Deal Insights


UK defence group Ultra Electronics (“Ultra”) announced on 16-Aug-21 that it had agreed to a takeover by its recently taken private rival, Cobham. The offer price of 3,500p per share represents a one-day premium of 63.1% to Ultra’s undisturbed price on 24-Jun-21, the day before the companies confirmed they were in talks over a possible combination. The price will be adjusted lower for any Ultra distributions with the exception of an interim dividend of 16.2p announced on 19-Jul-21 (to be paid on 17-Sep-21 to shareholders on record on 27-Aug-21). The deal structure is a UK scheme of arrangement that requires Ultra shareholder approval at a Court Meeting (75% or more in value) and EGM (75% of the votes cast). Ultra’s board will recommend the scheme and has offered irrevocable commitments ...



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