Stock Markets June 5, 2026 02:48 AM

Apollo Withdraws from Pursuit of Bodycote, Ending £1.52 Billion Proposal

Alternative asset manager will not make a firm offer and is barred from further approaches for six months under UK takeover rules

By Nina Shah APO

Apollo Global Management has informed Bodycote it does not intend to proceed with a firm offer for the UK thermal processing services firm, bringing to a close talks over a conditional all-cash proposal valued at £1.52 billion. The move triggers a six-month restriction on renewed approaches under British takeover regulations, with limited exceptions.

Apollo Withdraws from Pursuit of Bodycote, Ending £1.52 Billion Proposal
APO

Key Points

  • Apollo submitted a conditional all-cash bid for Bodycote last month, valuing the deal at 1.52 billion ($2.04 billion).
  • The bid was 885 pence per share, about a 27% premium to the prior share price when the offer was announced.
  • Apollo stated it will not make a firm offer and will be restricted from approaching Bodycote again for six months under British takeover rules, subject to certain conditions.

Summary

Apollo Global Management has decided not to present a firm offer to acquire Bodycote, the U.S.-based alternative asset manager and the British thermal processing services group said on Friday. The announcement ends negotiations over a conditional all-cash proposal that was put to Bodycote last month and valued at 1.52 billion, or around $2.04 billion.

Background to the proposal

According to the companies, Apollo had submitted a conditional all-cash bid following several earlier approaches. The offer, which stood at 885 pence per share, represented a premium of almost 27% to the prior share price when it was unveiled. The bid was conditional and was made in cash.

Regulatory consequence

With its public statement that it does not intend to table a firm offer, Apollo will be subject to a restriction under British takeover rules that prevents it from making another approach for six months except under specified circumstances. The companies did not elaborate on what those specific conditions might entail.

Comments from Apollo

In a brief statement, Apollo said it "continues to hold Bodycote and its management team in high regard, is appreciative of the discussions with them and Bodycotes board of directors." The statement offered no explanation for the decision not to proceed with a firm offer.

Currency reference

The announcement included a currency reference of $1 = 0.7450 pounds.


Impacted sectors

  • Industrial services and manufacturing - Bodycote operates in thermal processing services.
  • Private equity and alternative asset management - Apollo is the bidder and a participant in M&A activity.

Note on available information

The companies public statements provide the principal facts above: a conditional all-cash bid was submitted and is now not being advanced to a firm offer, Apollo issued a brief statement of regard for Bodycote and its board, and the six-month restriction under UK takeover rules applies. No additional reasons or detailed timelines were provided by either party in those statements.

Risks

  • Limited information on reasoning - Apollo provided no explanation for withdrawing, leaving uncertainty about the motivations and any potential future actions.
  • Regulatory timing constraint - the six-month restriction on fresh approaches could delay any renewed M&A activity involving Bodycote.
  • Market and stakeholder reaction - the termination of talks may affect investor sentiment in industrial services and firms targeted by private equity, though specific impacts were not disclosed.

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