Shareholders should vote in favor of the merger as it offers a significant premium and is supported by financial advisors. Monitor for regulatory approvals and the shareholder vote outcome, as these are critical for deal completion.
Price Chart
Executive Summary
SunOpta Inc. (STKL) has entered into a merger agreement with Pegasus BidCo B.V. and 2786694 Alberta Ltd., affiliates of KKR, to be acquired for $6.50 per share in cash, valuing the company at approximately $829 million. The transaction, which requires approval by 66.67% of voting shareholders, is supported by fairness opinions from Lazard and Scotia Capital and includes a $41.45 million termination fee. The deal is expected to close in the second quarter of 2026.
Key Facts
- SunOpta Inc. (STKL) is being acquired by affiliates of KKR for $6.50 per share in cash.
- The transaction values SunOpta at approximately $829 million.
- The deal requires approval by at least 66.67% of voting shareholders.
- Fairness opinions from Lazard and Scotia Capital confirm the offer is fair to shareholders.
- The acquisition includes a $41.45 million termination fee if the deal is terminated under certain conditions.
- The transaction is expected to close in the second quarter of 2026, subject to regulatory approvals and shareholder vote.
Financial Impact
The transaction values SunOpta at approximately $829 million, representing a 44% premium to the 20-day volume-weighted average price as of February 5, 2026.
Risk Factors
- The deal is subject to regulatory approvals, which could delay or prevent completion.
- Shareholder approval is required, and failure to obtain it could result in the deal not going through.
- The termination fee of $41.45 million could be triggered if the deal is terminated under certain conditions.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| PREM14A Filing (Primary) | 0001193125-26-083205 |
| Document: d106636dexfilingfees.htm | 0001193125-26-083205 |
| Document: 0001193125-26-083205-index-headers.html | 0001193125-26-083205 |
| Document: 0001193125-26-083205-index.html | 0001193125-26-083205 |
| Document: 0001193125-26-083205.txt | 0001193125-26-083205 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 11, 2026 24w ago | 15-12G | $6.50 $6.50 | · 0.00% | ▼ −0.14% | — |
May 5, 2026 24w ago | EFFECT | $6.50 $6.50 | · 0.00% | ▼ −1.38% | — |
May 4, 2026 25w ago | 8-K | $6.50 $6.50 | · 0.00% | ▼ −0.80% | — |
Apr 27, 2026 25w ago | 10-K/A | $6.49 $6.49 | ▼ −0.08% | ▼ −0.07% | — |
Apr 17, 2026 27w ago | 8-K | $6.47 $6.49 | ▲ +0.31% | ▲ +0.50% | — |
Apr 10, 2026 28w ago | DEFA14A | $6.48 $6.49 | ▲ +0.15% | ▼ −0.82% | — |
Apr 1, 2026 29w ago | DEFA14A | $6.49 $6.49 | · 0.00% | ▼ −0.08% | — |
Mar 18, 2026 31w ago | DEFA14A | $6.48 $6.45 | ▼ −0.46% | ▼ −0.20% | — |
Mar 6, 2026 33w ago | DEFA14A | $6.46 $6.46 | · 0.00% | ▼ −0.85% | — |
Feb 27, 2026 34w ago | PREM14A | $6.49 $6.46 | ▼ −0.46% | ▲ +0.45% | — |
US Market Status
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