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Wall Street's M&A Chatter From February 14

CI, MOH, HUM, HOLX, ELV, SFTBF

The following are the M&A deals, rumors and chatter circulating on Wall Street for Tuesday, February 14, 2017.

Aetna, Humana End Merger Agreement

The Merger Termination:

Aetna Inc (NYSE: AET) and Humana Inc (NYSE: HUM) have mutually ended their merger agreement following a ruling from the United States District Court for the District of Columbia granting a DoJ request to enjoin the merger. Aetna will pay Humana a $1 billion termination fee and has terminated its agreement to sell certain Medicare Advantage assets to Molina Healthcare, Inc. (NYSE: MOH).

Aetna closed Tuesday at $125.81, up 3.08 percent. Humana closed at $205.97, down $0.35.

Hearing Renewed Takeover Rumor in Kate Spade

The Rumor:

Kate Spade & Co (NYSE: KATE) is said to be awaiting first round bids, according to a report from DealReporter. Among the companies said to be bidding include Coach Inc (NYSE: COH) and Michael Kors Holdings Ltd (NYSE: KORS).

A spokesperson for Kate Spade said the company doesn’t comment on industry rumors or speculation. Bloomberg reported in late December that a formal sale process was to begin in January.

Kate Spade closed at $19.61 on Tuesday, up 4.42 percent.

Related Link: Dysfunction, Heartbreak And Love: 11 Most Interesting Corporate Couples

Hologic to Acquire Cynosure for $66/Share in Cash

The Deal:

Hologic, Inc. (NASDAQ: HOLX) and Cynosure, Inc. (NASDAQ: CYNO) have signed a definitive agreement for Hologic to acquire Cynosure for $66.00 per share in cash via a tender offer, for an equity value of approximately $1.65 billion and an enterprise value of $1.44 billion net of cash.

The transaction, has been approved unanimously by the boards of directors of both companies. The tender offer is expected to be completed in late March or April of 2017.

Cynosure closed at $65.93 on Tuesday, up 28.01 percent.

Cigna Terminates Merger Agreement with Anthem

The Merger Termination:

Cigna Corporation (NYSE: CI) announced it has exercised its right to terminate the proposed merger agreement with Anthem Inc (NYSE: ANTM) following an order from the U.S. District Court for the District of Columbia enjoining the transaction. Cigna believes it will not receive regulatory approval for the merger and terminating the agreement is in the best interest of shareholders.

Cigna filed suit against Anthem in the Delaware Court of Chancery, seeking payment by Anthem of the $1.85 billion reverse termination fee contemplated in the merger agreement, plus additional damages of more than $13 billion, including the amount of premium that Cigna shareholders did not realize due to the termination of the merger.

Anthem responded, stating Cigna didn't have the right to unilaterally terminate the merger agreement.

Cigna closed at $146.68 on Tuesday, up $0.83. Anthem shares fell $0.20 to close at $163.32.

SoftBank Group to Acquire Fortress Investment Group for $8.08/Share in Cash

The Deal:

SoftBank Group Corp. (OTC: SFTBY) and Fortress Investment Group LLC (NYSE: FIG) have agreed that SoftBank will acquire Fortress for $8.08 per share, or approximately $3.3 billion in cash.

Benzinga reported heavy activity on Tuesday in the March $6.00 Fortress call prior to the takeover announcement.

The transaction is subject to Fortress shareholder approval and regulatory approval and is expected to close in H2 of 2017.

Fortress Investment Group closed at $6.21 on Tuesday and traded as high as $7.90 after-hours.



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