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BBVASabadell Takeover Reaches Final Stretch as Zurich Declines and Regulator Clarifies Second‑Offer Path

CNMV guidance ensures BBVA would know the price of any mandatory cash bid before choosing whether to proceed.

Overview

  • Shareholders have until midnight on 10 October to decide on BBVA’s hostile offer, which requires more than 50% acceptance, with results expected next week.
  • Zurich Insurance, holding about 4.94% of Sabadell, confirmed it will not tender its shares, citing an unattractive proposal.
  • Largest individual holder David Martínez (3.86%) says he will accept, as Sabadell asks the CNMV to tighten oversight of investors who publicly declare they will tender.
  • BBVA and Sabadell remain at odds over how a potential second, cash-only offer would be priced, while CNMV sources indicate BBVA would know the price before deciding.
  • BBVA’s CEO says the bank has €8 billion available to fund a mandatory cash bid if needed, even as BBVA signals confidence in surpassing 50% and Sabadell’s board maintains a recommendation to reject.