The merger agreement is signed and the go-shop period is active. Watch for any competing bids during the 30-day go-shop window and for the filing of the definitive proxy statement, which will set the record date and meeting date for the stockholder vote. Antitrust review timeline is the other key variable before the Q1 2027 close.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Oct 29 $9.86entry
- T+1 · 6d ago −0.30%α +0.17% · $9.83
- T+5 · due 12h ago Pending
- T+5 · todayOpen
- T+20 · in 22d Pending
- T+60 · in 3mo Pending
Price Chart
How similar events traded
Executive Summary
ADT Inc. filed DEFA14A soliciting materials in connection with its pending acquisition by Thrive Holdings at $10.00 per share, representing an enterprise value of approximately $15.3 billion. The filing is an employee communication from CEO Jim DeVries announcing the deal and outlining the path to close in Q1 2027, subject to stockholder and antitrust approvals.
Key Financial Metrics
Key Facts
- ADT entered a definitive merger agreement to be taken private by Thrive Holdings at $10.00 per share all-cash.
- Total enterprise value approximately $15.3 billion; equity value $7.6 billion.
- Transaction expected to close in Q1 2027, subject to stockholder approval and U.S. antitrust clearance.
- 30-day go-shop period included in the agreement.
- CEO Jim DeVries sent an employee email on October 29, 2026 announcing the deal.
- The filing is definitive additional soliciting material (DEFA14A) filed by management.
Financial Impact
All-cash acquisition at $10.00 per share, total enterprise value $15.3 billion, equity value $7.6 billion.
Risk Factors
- Stockholder approval may not be obtained.
- U.S. antitrust approval may be delayed or denied.
- A competing bid could emerge during the go-shop period.
- Stockholder litigation could delay or alter the transaction.
- The transaction may be terminated, requiring ADT to pay a termination fee.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001193125-26-438018 |
| Document: 0001193125-26-438018-index-headers.html | 0001193125-26-438018 |
| Document: 0001193125-26-438018-index.html | 0001193125-26-438018 |
| Document: 0001193125-26-438018.txt | 0001193125-26-438018 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 3, 2026 2d ago | DEFA14A | $9.90 | awaiting T+5 | awaiting T+5 | $9.90 (−0.00%) |
Nov 3, 2026 2d ago | 8-K | No price | awaiting T+5 | awaiting T+5 | No price |
Nov 3, 2026 2d ago | Press Release | $9.85 | awaiting T+5 | awaiting T+5 | $9.90 (+0.51%) |
Oct 30, 2026 6d ago | SC 13G/A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
US Market Status
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