Tag Archives: Forbes Staff Dell

Dell Hits $14; Southeastern Letter Seeks Books And Records

By Eric Savitz, Forbes Staff

Dell shares continue to inch higher, as Southeastern Asset Management continues to press its view that the pending $13.65-a-share buyout bid from founder Michael Dell and investment firm Silver Lake is too low. This morning, Southeastern disclosed a new letter to the the Dell board requesting access to the company’s books and records, largely to make it easier for Southeastern – the largest outside holder in Dell shares – with other shareholders. …read more
Source: FULL ARTICLE at Forbes Latest

Dell: Will Southeastern Asset Back The Buyout Deal?

By Eric Savitz, Forbes Staff Dell’s largest outside holder is the Memphis-based investment firm Southeastern Asset Management, which among things manages the Longleaf group of mutual funds. Southeastern holds about a 7.5% stake; their cost basis in the stock is over $20 a share, according to Bernstein Research.
Source: FULL ARTICLE at Forbes Latest

Dell Board Reportedly To Vote On $24B LBO Tonight; Price Seen $13.50-$13.75/Shr

By Eric Savitz, Forbes Staff Dell’s board is meeting tonight to consider an offer to take the company private at a price in the $13.50 to $13.75 a share range, Bloomberg reports, citing “people with knowledge of the matter.” The story says a deal could be announced as soon as tomorrow morning.
Source: FULL ARTICLE at Forbes Latest

Dell LBO Group To Offer $13-$14 A Share, WSJ Reports

By Eric Savitz, Forbes Staff Dell holders will be offered $13 to $14 a share in the pending leveraged buyout of the company, the Wall Street Journal is reporting, citing people familiar with the talks. That’s lower than the $15-$16 a share reported in a story last week by the New York Post.
Source: FULL ARTICLE at Forbes Latest

Dell: CNBC Says Microsoft Now Player In LBO Talks

By Eric Savitz, Forbes Staff Dell shares are on the rise this morning, thanks in part to a new wrinkle in the speculation that founder and CEO Michael Dell might lead a leveraged buyout of the company. CNBC’s David Faber is now saying that Microsoft is participating in the LBO talks, and could invest $1 billion to $3 billion into the deal.
Source: FULL ARTICLE at Forbes Latest

Dell LBO Looks Doable On Paper, Street Analysts Say

By Eric Savitz, Forbes Staff Dell shares have continued to rally Tuesday after Bloomberg and then the Wall Street Journal reported that the company has been in talks with TPG, Silver Lake and other private equity investors about the potential for what would be an enormous leveraged buyout of the PC and enterprise computing company. The […]
Source: FULL ARTICLE at Forbes Latest

Dell's Lead M&A Exec Leaves For Blackstone

By Eric Savitz, Forbes Staff Dell late yesterday announced the departure of the company’s lead executive for mergers and acquisitions. Dave Johnson, senior VP of corporate strategy, is leaving the company to take a position at Blackstone. Barclays Capital analyst Ben Reitzes points out in a research note that Johnson “had been responsible for a more aggressive and well-publicized […]
Source: FULL ARTICLE at Forbes Latest