Tag Archives: ValueAct Capital

Hit, Stand, Double Down Or Split- How Will Alliance Data(ADS) Play Its Cards Following Board Seat For ValueAct?

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In the nine years after since a scuttled $6.4 billion acquisition by private equity firm Blackstone, Alliance Data Systems(ADS) has done well, with a current market capitalization of $13.5 billion. The company has attracted the interest of ValueAct Capital which has acquired a 10.5% stake.  In an amended 13D filed with the SEC on Monday, ValueAct disclosed that… Read More »

Bioverativ(BIVV) Proves Attractive To Former Valeant(VRX) Patron ValueAct Capital

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Even before Biogen(BIIB) completed its spinoff of Bioverativ(BIVV), ValueAct Capital began buying “when-issued” stock in the new company. The hedge fund has continued to buy both stock and forward contracts and has now accumulated a 7.1% position in Bioverativ. The shares were purchased at between $40 and $45 per share. As Bioverativ stock has now risen above $50,… Read More »