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Tender Offer Turbulence With AspenTech and H&E – Merger Arbitrage Mondays

  • February 10, 2025

Aspen Technology (AZPN): $274.80

Market Cap: $17.38 B

Deal Size: $16.8 B

Activist investor Elliott Management came out swinging last week against the acquisition of Aspen Technology by Emerson Electric (EMR) for $265 per share in cash. Elliott announced that it has an investment of $1.5 billion in the Aspen Technology, and is the largest minority shareholder in the company. Elliott’s action could lead to a higher price for AspenTech as reflected by the nearly 4% negative spread on the deal.

Elliott said Emerson’s offer to acquire AspenTech “substantially undervalues the company” and that it “has no intention of tendering its shares at the current price.”

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