Stock Markets February 16, 2026

Optima Health Shares Drop After £100 Million Purchase of PAM Healthcare

Deal financed by new bank debt and a bridge facility; company projects strong EPS accretion and expanded market share

By Hana Yamamoto OPT
Optima Health Shares Drop After £100 Million Purchase of PAM Healthcare
OPT

Optima Health (AIM: OPT) saw its shares slip after announcing an agreement to buy PAM Healthcare Limited for around £100 million. The purchase is subject to clearance under the Irish Foreign Direct Investment regime and will be funded through a combination of new debt facilities and a bridge loan. Management expects the acquisition to drive significant adjusted EPS accretion within three years and deliver proforma adjusted EBITDA above £26 million before synergies.

Key Points

  • Optima Health agreed to acquire PAM Healthcare Limited for approximately 00 million, after which shares fell 4.8% on the announcement day.
  • The purchase is financed by 0 million in new debt from HSBC and Barclays plus a 0 million bridge facility from Deacon Street Partners Limited controlled by Lord Ashcroft.
  • Management expects acquisition-driven adjusted EPS accretion after the first full financial year, rising to more than 25% by the end of year three; proforma underlying adjusted EBITDA will exceed 6 million before synergies, with synergies expected to exceed  million annually once fully integrated.
  • Sectors impacted include corporate health and wellbeing services, healthcare outsourcing, and corporate finance given the debt and equity elements of the funding package.

Optima Health (AIM: OPT) shares fell 4.8% on Monday after the company confirmed it has agreed to acquire PAM Healthcare Limited for approximately 100 million.

The transaction is conditional only on receiving clearance from the Irish Foreign Direct Investment regime. Financing for the purchase will consist of 0 million of new debt facilities provided by HSBC and Barclays, together with a 0 million bridge facility from Deacon Street Partners Limited, an entity controlled by substantial shareholder Lord Ashcroft.

Optima has said it plans to repay the bridge facility by launching an underwritten open offer for 5 million at 175 pence per share. That price represents a 17.8% discount to the closing price on February 13. The company said the open offer will be issued after the acquisition completes.

Management projects the acquisition will be accretive to adjusted earnings per share after the first full financial year following completion, and that accretion will rise to more than 25% by the end of the third year. Optima also disclosed that, on a combined unaudited proforma basis and before accounting for synergies, underlying adjusted EBITDA would exceed 26 million.

"This transformational acquisition underscores our intent in delivering our stated strategic objectives and cements Optima's position in its attractive and growing market," said Jonathan Thomas, Chief Executive Officer of Optima Health.

PAM, which was founded in 2004, reported unaudited revenue of about 6.6 million for the year ended December 31, 2025, and an adjusted EBITDA of .2 million. The company provides services to more than 1,500 organisations and supports in excess of 1.5 million employees.

Following completion, Optima said the combined business will hold a proforma market share of 15%, positioning it as the clear market leader and accelerating progress toward its stated goal of capturing a 25% market share. The company expects revenue and cost efficiency synergies to rise to in excess of  million per year once integration is complete.

The market reaction to the announcement was negative in the short term, with the company's shares declining on the day the transaction was revealed. The structure of the financing - combining bank debt with a short-term bridge from a shareholder-related vehicle and a discounted underwritten equity offer to follow - will be a focal point for investors as the deal moves through the regulatory clearance process and into execution.

Risks

  • Regulatory approval risk - the acquisition is conditional on clearance from the Irish Foreign Direct Investment regime.
  • Financing and dilution risk - repayment of the 0 million bridge facility depends on an underwritten 5 million open offer at 175 pence per share, which is priced at a 17.8% discount to the closing price on February 13.
  • Realisation of projected synergies and earnings accretion is uncertain - while the company has provided estimates for EBITDA and annual synergies, these outcomes are contingent on successful integration and execution.

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