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Link’s Carapiet in M&A hot seat after fresh bid

Private equity has come knocking on the door of Link Administration for the second time in a year with an offer that is lower than the first time, but looks compelling.

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Link Administration chairman Michael Carapiet’s reputation for knocking back takeover bids appears to have put a dampener on the market response to a $2.8 billion offer from private equity powerhouse, Carlyle Group.

Normally, when a takeover lobs the target company’s stock price moves to within about 5 per cent of the offer. In this case, the offer is $5.38 and the stock price is 11 per cent lower at $4.80, up 10 per cent on the previous close.

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Tony Boyd is the former Chanticleer columnist. He has more than 35 years' experience as a finance journalist. Connect with Tony on Twitter. Email Tony at tony.boyd@afr.com

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    Original URL: https://www.afr.com/chanticleer/link-s-carapiet-in-m-and-a-hot-seat-after-fresh-bid-20211105-p596av