Monday, 25 February 2019

Private Equity Giant KKR Mulling Bid For Asda

According to The Sunday Times, the US private equity giant, whose past investments include Alliance Boots, is working with former Asda boss Tony De Nunzio on a possible approach. He is now a senior adviser to KKR and the report suggested he would become Chairman of Asda in the event of an acquisition. [more for NamNews readers]
  • From a NAMs-eye-view, the issue is the probability of new private equity-based majority ownership of Asda…
  • …meaning sale & leaseback of outlets.
  • …P&L by outlet…
  • …all adding up to finance-based buying…
  • …quite apart from an Amazon wanting to buy an inexpensive Sainsbury’s via the petty-cash box…

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