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BlackRock to acquire HPS Investment Partners for $12 billion

Published 12/03/2024, 07:06 PM
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NEW YORK - BlackRock Inc (BVMF:BLAK34). (NYSE: NYSE:BLK), a $158 billion market cap investment management corporation that has seen its stock surge over 32% in the past six months, has announced a definitive agreement to acquire HPS Investment Partners, a global credit investment manager, in a $12 billion all-stock deal. According to InvestingPro analysis, BlackRock is currently trading near its Fair Value, reflecting market confidence in its strategic moves. The acquisition, paid entirely in BlackRock equity, will expand BlackRock's private credit capabilities and increase its private markets fee-paying assets under management (AUM) and management fees by 40% and approximately 35%, respectively.

The transaction, structured to ensure leadership continuity, will see HPS's leadership team head a new business unit within BlackRock. Scott Kapnick, Scot French, and Michael Patterson of HPS will join BlackRock's Global Executive Committee, with Kapnick also becoming an observer to BlackRock's Board of Directors. BlackRock's strong financial health score and consistent dividend payments for 22 consecutive years demonstrate its operational stability. Want deeper insights? InvestingPro offers extensive analysis through its comprehensive Pro Research Report, available for BlackRock and 1,400+ other US stocks.

BlackRock anticipates the private debt market to more than double to $4.5 trillion by 2030. The acquisition is set to create a combined private credit franchise with approximately $220 billion in client assets. This move is aimed at optimizing liquidity, yield, and diversification for clients by integrating public and private income solutions.

The deal, expected to close in mid-2025, is subject to regulatory approvals and customary closing conditions. Upon completion, BlackRock will retire or refinance around $400 million of HPS's existing debt, a move that is not expected to significantly alter BlackRock's leverage profile.

Laurence D. Fink, Chairman and CEO of BlackRock, expressed enthusiasm for the transaction, emphasizing the complementary strengths of HPS's diversified origination and BlackRock's global reach. The partnership is intended to address the growing demand for debt financing and private capital solutions across various company sizes.

The transaction terms include the issuance of 12.1 million SubCo Units by a wholly-owned subsidiary of BlackRock, exchangeable on a one-for-one basis into BlackRock common stock. A portion of the consideration will be deferred for approximately five years, with additional consideration contingent on achieving financial performance milestones.

The announcement was made based on a press release statement issued by BlackRock, outlining the strategic rationale and financial details of the acquisition. With a P/E ratio of 25.03 and revenue growth of 10.22% over the last twelve months, BlackRock continues to demonstrate strong market performance. For exclusive access to more detailed financial metrics and 8 additional ProTips about BlackRock's performance, visit InvestingPro.

In other recent news, BlackRock, Inc. has demonstrated strong financial performance with record-breaking net inflows of $221 billion in the third quarter, marking the highest in the company's history. This achievement was accompanied by a 15% year-over-year increase in quarterly revenue to $5.2 billion, and a 26% rise in operating income to $2.1 billion. BlackRock's assets under management have reached a staggering $11.5 trillion, further solidifying its position in the market.

Prominent financial institutions such as Citi, Deutsche Bank (ETR:DBKGn), Goldman Sachs, and Evercore ISI have shown confidence in BlackRock's robust performance, raising their stock price targets. These upgrades reflect the company's strong financial health, strategic acquisitions, and continued focus on technology and innovation.

Analysts anticipate BlackRock will maintain at least 5% organic base fee growth, potentially increasing in the fourth quarter due to seasonal tailwinds. Their analysis suggests that BlackRock's strong ETF flows, strategic moves in the private markets sector, and advancements in technology will continue to contribute to its growth trajectory. These are recent developments that continue to shape BlackRock's growth narrative.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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