May 09, 2025 | Energy | North America | Active

Parkland / Sunoco: Deal Insight


On 5-May-25, US-based fuel distributor Sunoco LP announced an agreement to acquire Canada’s Parkland in a cash and-stock deal valued at USD 9.1bn, including debt, to create the largest independent fuel distributor in the Americas. Through the transaction, Sunoco, a master limited partnership (“MLP”), will form a new publicly-traded Delaware limited liability company, SUNCorp LLC, which will hold limited partnership units of Sunoco. The SUNCorp units will be economically equivalent to Sunoco’s common units (SUN US) and listed on the NYSE. For two years post-closing, SUNCorp unitholders will receive equivalent dividends to Sunoco unitholders. For completeness, Sunoco also has unlisted Class C units, which represent limited partner interests, and Parkland has US-traded OTC securities, trading under PKIUF US albeit in very limited liquidity (around 40k shares traded per day, sometimes much less). Creating SUNCorp will allow current Parkland shareholders to participate in the combined company’s economics, with corporate tax treatment and without the complexities of direct MLP ownership. Parkland shareholders can elect to receive different allocations of the merger consideration. First, the standard mixed consideration is CAD 19.80 in cash plus 0.295 SUNCorp units per Parkland share, and this implies a 19.4% one-day takeover premium and a 25% premium to Parkland’s seven-day VWAP as of 2-May-25. Alternatively, Parkland shareholders can instead elect to receive either all-cash consideration – CAD 44.00 per Parkland share – or all-stock consideration – at 0.536 SUNCorp units per Parkland share; however, both alternatives are subject to ...


Contents

  • Merger Agreement
  • Merger Rationale
  • Uncertain Arbitrage: Short Sunoco to Receive SUNCorp
  • Shareholder Vote and Dissident Parkland Shareholders
  • US Antitrust Review
  • Other Approvals – Investment Canada Act (“ICA”)
  • Trading Recommendation





How to Access this Report

Please contact us to request access to this report.


CONTACT US


Share this article



← RETURN TO RESEARCH

Back to top of page