Analyzing the Takeover Offer from Liontrust and NewGAMe for GAM: Latest Updates and Insights

2023-07-31 19:49:48

Published on July 31, 2023 at 9:49 p.m. Modified on August 01, 2023 at 07:40.

We hoped to know on Monday how many GAM shareholders had accepted the takeover offer from Liontrust. The English management company, which wishes to acquire GAM via an exchange of shares, had planned to take stock of the initial period of delivery of the securities, which had been postponed from July 25 to 28. But the delay has been extended once more Friday, until August 4. This extension allows Liontrust to speak with GAM shareholders, including NewGAMe, the other group of investors vying to take control of the Zurich manager. This postponement also provides a partial answer to the initial question: Liontrust’s offer has not, for the moment, attracted enough shareholders. The English must attract more than two-thirds of GAM shares for their offer to be considered accepted.

Friday was also marked by the moving of the date of the extraordinary general meeting, from August 25 to 18. This “AGE” had been requested by NewGAMe, which notably brings together the Geneva management company Bruellan and the family office of the French entrepreneur Xavier Niel. Highly critical of Liontrust’s offer, deemed insufficient, NewGAMe wants to renew GAM’s management and board of directors. Already a 9.6% shareholder, NewGAMe launched a partial takeover bid on July 18 for 28 million GAM shares, at a price of 55 cents, for a total of 15.4 million francs.

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