M&A · Industrials · Hotels & Motels
Yucaipa to acquire Soho House & Co Inc.
Announced Aug 18, 2025 · Closed Jan 29, 2026
Deal value$2.70BEV $2.70B
Premium83.0%To unaffected price
EV / Adj. EBITDA12.9x2.2x EV / Revenue
ConsiderationAll cash$9.00 per share
Transaction
- Acquirer
- Yucaipa
- Target
- Soho House & Co Inc. (SHCO)
- Buyer type
- Strategic
- Offer price per share
- $9.00
- Enterprise value
- $2.70B
- Status
- Closed Jan 29, 2026
Deal protections
- Break fee (target pays)
- $20.0M · 0.7%
- Reverse fee (buyer pays)
- $20.0M · 0.7%
- Go-shop
- No-shop
- Financing
- Committed · Goldman Sachs, Morgan Stanley, Citigroup
Advisors
- To the acquirer
- Not disclosed
- To the target
- Morgan Stanley
- Morgan Stanley fee
- $8.4M
Sector context · Industrials
- Comparable deals
- 97 in the prior 24 months
- Premium
- 83.0% vs. 40.0% sector median
- EV / Adj. EBITDA
- 12.9x vs. 9.2x sector median
- Break fee
- 0.7% vs. 2.7% sector median
Timeline
- AnnouncedAug 18, 2025
- Proxy filedSep 22, 2025
- Definitive proxyDec 11, 2025
- Shareholder voteJan 9, 2026
- ClosedJan 29, 2026
Valuation · fairness opinions
Trading comparables$6.19$7.23
Trading comparables$4.27$5.12
Precedent transactions$6.38$7.86
Precedent transactions$6.71$8.26
Trading comparables$5.77$7.85
Offer $9.00
Implied value per Soho House & Co Inc. share by analysis, from Morgan Stanley.