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Peltz’s Trian Seeks Backers for Potential Wendy’s Take-Private

The talks signal a possible buyout push during a slump in U.S. sales.

Overview

  • Trian Fund Management, which sources said Tuesday has been courting investors including in the Middle East, is exploring financing for a bid to take Wendy’s private.
  • No formal offer has been made, and reports stress there is no certainty that talks will produce a takeover proposal.
  • Wendy’s shares jumped in premarket trading Tuesday after the reports of Trian’s interest.
  • The company is pressing a Fresh Start turnaround as U.S. same-restaurant sales fell 7.8% in the first quarter and underperforming locations closed.
  • Peltz and Trian hold about 16% of Wendy’s, and the board has said it will evaluate any proposal in line with its fiduciary duties.