Cyber Monday Deal: Up to 60% off InvestingProCLAIM SALE

Buffett-backed Axalta Coating Systems to explore a sale

Published 06/26/2019, 05:22 PM
Updated 06/26/2019, 05:25 PM
© Reuters.  Buffett-backed Axalta Coating Systems to explore a sale
US500
-
BARC
-
BASFN
-
DD
-
SHW
-
PPG
-
BRKa
-
CG
-

(This version of the June 19 story corrects to show investigation was by external counsel in paragraph 5)

By Greg Roumeliotis

(Reuters) - Axalta Coating Systems Ltd, the U.S. coatings company whose largest shareholder is Warren Buffett's Berkshire Hathaway (NYSE:BRKa) Inc, said on Wednesday it had formed a board committee to explore a sale of the company.

The move was driven by the company's desire to proactively stay on top of a wave of consolidation sweeping the paints and coatings industry, according to people familiar with the matter who requested anonymity to discuss confidential deliberations.

Axalta shares jumped 14 percent on the news to $29.52 a share, giving the company a market capitalization of about $7 billion.

Axalta rebuffed acquisition approaches in 2017 from Akzo Nobel NV and Nippon Paint Holdings Co Ltd. Since then, the company has lost about a fifth of its market value, even though the S&P 500 Index has risen more than 9 percent during the same period, as demand in Axalta's key automotive market weakened.

Axalta also got new management in December, after an investigation of previous Chief Executive Officer Terrence Hahn's conduct by external counsel that Axalta characterized as "inconsistent with the company's policies." Axalta never disclosed the investigation's findings. Hahn was replaced with the company's chief financial officer, Robert Bryant.

Axalta, a former division of DuPont (NYSE:DD), said its board had formed a strategic review committee to be chaired by the independent presiding director Mark Garrett, and include Bryant and independent director Samuel Smolik. There is no certainty of any deal, Axalta cautioned.

The Philadelphia-based company also said it has hired Evercore and Barclays (LON:BARC) as financial advisers to assist in the review.

Axalta's coatings are used in the refinishing of cars, buildings and pipelines. Its corporate peers include Sherwin-Williams Co (NYSE:SHW), Akzo Nobel, PPG Industries Inc (NYSE:PPG), BASF SE (DE:BASFN) and RPM International Inc.

PPG is currently on an acquisition spree, snapping up smaller coatings companies, while paints maker Akzo Nobel last year decided to focus on its core business by selling its specialty chemicals division Nouryon to buyout firm Carlyle Group (NASDAQ:CG) LP and Singaporean wealth fund GIC.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.