December 30, 2025 | Financials | North America | Active

Janus Henderson / Trian, General Catalyst-led Consortium: Deal Insight


On 22-Dec-25, Nelson Peltz’s Trian Fund (“Trian”) and Silicon Valley venture capital firm General Catalyst (“GC”) agreed to acquire asset manager Janus Henderson Group (“Janus Henderson”) for $7.4bn, highlighting how traditional active asset managers continue to face pressures from cheaper index funds. Janus Henderson shareholders will receive $49.00 per share, a 6.5% one-day premium and a 17.7% premium to the target’s undisturbed share price on 24-Oct-25, before Janus Henderson disclosed it had received a takeover proposal; Trian and GC previously proposed $46.00 per share. Janus Henderson is restricted from paying any dividends through completion “without the prior written consent” of the consortium. Co-investors in the consortium includes the Qatar Investment Authority (“QIA”), Sun Hung Kai & Co (“SHK”), MassMutual and others. Trian currently owns 20.6% of Janus Henderson and has been a shareholder since 2020, with board representation since 2022. Therefore, since Trian is rolling over its stake, the deal involves the consortium acquiring the remaining 79.4% of Janus Henderson shares outstanding. The deal has been unanimously approved by a Janus Henderson special committee of independent directors not affiliated with Trian or GC, and, following the committee’s recommendation, the full Janus Henderson board ...


Contents

  • Merger Agreement Overview
  • Merger Rationale
  • Shareholder Vote
  • Regulatory Risks
  • Trading Recommendation





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