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Bullboard - Stock Discussion Forum Brookfield Asset Management Voting Ord Shs Class A T.BAM

Alternate Symbol(s):  BAM | T.BN.PF.A | BKFOF | T.BN.PF.B | T.BN.PF.C | BROXF | T.BN.PF.D | T.BN.PF.E | T.BN.PF.F | BKFDF | T.BN.PF.G | BRCFF | T.BN.PF.H | T.BN.PF.I | T.BN.PF.J | T.BN.PF.K | BKFPF | T.BN.PF.L | T.BN.PR.B | BKFAF | T.BN.PR.K | BXDIF | BRPSF | T.BN.PR.M | T.BN.PR.N | T.BN.PR.R | BAMGF | BAMKF | T.BN.PR.T | T.BN.PR.X | BKAMF | T.BN.PR.Z

Brookfield Asset Management Ltd. is a global alternative asset manager. The Company invests client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. It offers a range of alternative investment products to investors around the world including public and private pension plans, endowments and foundations, sovereign... see more

TSX:BAM - Post Discussion

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Post by retiredcf on May 20, 2022 7:30am

Acquisition

Brookfield Asset Management  has agreed to buy British-based company HomeServe for £4.08-billion, or $6.521-billion, adding a major residential-service business that fits with its home-improvement holdings.

In a release Tuesday, Brookfield said it will pay £12 per HomeServe share in cash through Hestia Bidco Ltd., an indirect subsidiary of Brookfield Infrastructure Partners. BIP manages about US$140-billion in assets across the real estate, infrastructure and renewable-power sectors.

If approved by shareholders, the unsolicited acquisition would end HomeServe’s 18-year run on the London Stock Exchange. The repair company, based in Walsall, England, offers a range of heating, cooling, electrical and plumbing services including boiler replacements and appliance repairs. It currently operates in North America, Europe and Asia.

The acquisition builds on Brookfield’s move to capitalize on a global push toward energy efficiency, with HomeServe offering services to help homeowners make their homes greener.

“We look forward to supporting HomeServe’s continued growth globally as critical residential infrastructure is upgraded in the coming years to drive decarbonization and improve energy efficiency,” Brookfield Infrastructure managing partner Sikander Rashid said in the release.

HomeServe recently started offering electric-vehicle charger installations, and said in its 2021 annual report that it will continue to grow its green utilities.

In a recent analyst call, Samuel Pollock, head of Brookfield’s Infrastructure Group, said the company was developing its residential infrastructure business in line with a push toward solar and other renewables.

“We think that as a trend toward decarbonization takes hold, and many new more expensive components are introduced to consumers to facilitate the reduction or the conversion from conventional fuels, that customers will need some assistance,” Mr. Pollock said in early May.

In 2020, Brookfield completed the full acquisition of TerraForm Power, a wind and solar company located predominantly in the U.S., after having bought 51 per cent of the company in 2017.

HomeServe will significantly expand the company’s presence in the home-improvement market, building on Brookfield’s $4.3-billion acquisition of Canadian home-improvement service provider Enercare in 2018.

In its 2021 annual report, HomeServe said its North American HVAC business represented the company’s largest short-term growth opportunity, with a 27-per-cent increase in adjusted operating profit over the year before.

The offering price would represent a 71-per-cent premium to HomeServe’s closing price of £7 on March 23, the last day before HomeServe announced it was beginning talks with Brookfield, according to the release. HomeServe’s stock price reached a high of £13.6 per share early in the pandemic as home-improvement spending rose, but dropped as lockdowns in Britain were lifted, falling to a five-year low of £6.3 per share in March.

HomeServe said its directors “intend to recommend unanimously” the deal to shareholders, calling the terms of the offer “fair and reasonable.”

Chief executive officer Richard Harpin said in a release that he was “delighted” by Brookfield’s commitment to provided long-term capital and global expertise.

Brookfield said it has received irrevocable undertakings – binding agreements to vote in favour of a takeover – from directors and Mr. Harpin’s wife, Kate, representing about 13 per cent of the shares outstanding.

Yet some analysts in Britain have said that the deal leaves some leeway for a competing bid. Joe Brent, head of U.K. Small & Mid Cap research at investment bank Liberum, said the wording in the release – that the directors “intend” to recommend the offer – suggests that “the door is open to another bid.”

HomeServe said it expects voting to take place during its general meeting in July, and the deal to close in the fourth quarter of this year.

Comment by barneyj44 on May 20, 2022 8:19pm
I’m a new share holder but to me looks like we are over paying. On a side note the CEO sold 400,000 shares on May16 after excecising options at $16.81.
Comment by barneyj44 on May 20, 2022 8:53pm
Forgot to add Homeserve has a P/E of over 100, a nice payday for the founders of  $500 Million.
Comment by Defiance2050 on May 21, 2022 9:43am
CEO is Bruce Flatt and it is being purchased through BIP not BAM. Many on the executive level have owned shares for years and dont fault them for exercising options to sell. Overall net positive as AUM will increase and it will use some of the cash that is waiting to be deployed. 
Comment by barneyj44 on May 24, 2022 11:05am
Thankyou Defiance2050.for the clarification. Bam has been on a downhill slide since I added 2 weeks ago, sorry about that.
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