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Brown-Forman Rejects Sazerac’s Renewed Takeover Proposal

Wolf Pen Branch, the Brown family shareholder group, said the offer did not align with its vision, keeping any sale dependent on family approval.

Overview

  • The Brown-Forman board reviewed a renewed, unsolicited proposal and on Sunday concluded the offer was “not actionable.”
  • Wolf Pen Branch, which controls the majority of Brown-Forman’s voting shares, publicly backed the company’s independent strategy and said the bid did not fit its long-term vision.
  • Sazerac first offered $32 per share in May, valuing Brown-Forman at about $15 billion, and its renewal included options for the Brown family to roll equity, proportional board seats, and a higher dividend.
  • Sazerac has said it stands ready to improve terms if the board engages, but there are no public signs of active negotiations and any deal would require Brown-family approval.
  • The rebuff preserves Brown-Forman’s current strategic plan as it conducts a CEO succession and follows earlier merger talks with Pernod Ricard that remain dormant, signaling limits to consolidation in the spirits industry.