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UniCredit Launches Share-Swap Offer to Lift Commerzbank Stake Above 30%

A formal filing is slated for early May alongside a May 4 shareholder meeting to seek capital authorization.

Overview

  • UniCredit proposes exchanging 0.485 of its shares for each Commerzbank share, implying about €30.80 per share and roughly a 4% premium.
  • Crossing Germany’s 30% threshold triggers a mandatory offer under takeover rules, and UniCredit says it aims to exceed that level without taking control.
  • CEO Andrea Orcel signaled a full takeover is unlikely, noting he does not expect the stake to rise far beyond 30% and that buying 100% would cost about 200 basis points of capital.
  • Markets reacted with Commerzbank up roughly 3.8% to 4.9% and UniCredit shares lower as investors parsed the deal’s prospects and costs.
  • Political and institutional resistance remains strong in Germany, with Chancellor Friedrich Merz critical of the move, Commerzbank asserting independence, unions opposed, and Berlin holding about 12% of the bank.