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Finance

Australia's Perpetual gets revised $1.78 billion takeover offer from Sweden's EQT

Published by Global Banking & Finance Review

Posted on July 26, 2026

2 min read

· Last updated: July 26, 2026

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EQT sweetens Perpetual bid for third time this month, values firm at A$2.55 billion

Details of EQT's Revised Takeover Offer for Perpetual

Overview of the Latest Offer

July 27 (Reuters) - Australia's Perpetual said on Monday it had received a sweetened takeover offer from Swedish private equity firm EQT AB, valuing the financial services provider at A$2.55 billion ($1.78 billion).

Offer Terms and Premium

Under the revised offer, EQT would buy all of Perpetual's shares for A$22.50 apiece, a nearly 19% premium to the stock's last closing price.

History of Bids in July

The latest approach marks the third bid EQT has made for Perpetual this month, after the group first offered A$21.64 a share on July 1 and then raised its indicative proposal to A$22.07 a share in mid-July.

Progressive Increases in Offer Value

EQT has progressively sweetened its offer as it pursues the Australian wealth manager and trust business, with the latest proposal representing a roughly 4% increase from its initial approach.

Conditions and Additional Information

Deal Conditions

Perpetual said the proposal was subject to various conditions, including the completion of the firm's sale of its wealth management unit to Bain Capital.

Exchange Rate Information

($1 = 1.4306 Australian dollars)

Reporting Credits

(Reporting by Rajasik Mukherjee; Editing by Tom Hogue and Subhranshu Sahu)

Key Takeaways

  • The revised offer prices Perpetual at A$22.07 per share, representing a 22 % premium to its July 1 closing price and over 42 % to its June 30 level (investing.com).
  • Perpetual’s board had previously rejected an earlier A$2.45 billion (~US$1.69 billion) bid as inadequate (fidelity.com).
  • Despite the raise, the revised proposal—only about A$50 million higher—was still turned down as it “does not adequately represent fair value” for shareholders (capitalbrief.com).

References

Frequently Asked Questions

Who made the takeover offer for Australia's Perpetual?
Swedish private equity firm EQT AB made the takeover offer for Australia's Perpetual.
What is the value of EQT's latest offer for Perpetual?
EQT’s latest non-binding indicative proposal values Perpetual at A$2.55 billion, or approximately $1.78 billion.
Is EQT's proposal to Perpetual binding?
No, EQT’s proposal to Perpetual is a non-binding indicative proposal.
What sector does Perpetual operate in?
Perpetual operates in the financial services sector.

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